See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,527 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,683 | $50,815-77.0% | $155,509-92.5% | $77,643-85.0% |
| Participation rate | 80.8% | 63.1%+17.7pp | 78.2%+2.6pp | 70.6%+10.3pp |
| Annual return | 157.53% | 34.80%+122.7pp | 64.67%+92.9pp | 31.24%+126.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,697 | $2,822-4.4% | $5,626-52.1% | $4,647-42.0% |
| Admin fee / account holder | $104 | $437-76.2% | $15,912-99.3% | $430-75.9% |