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 3-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 | $7,971 |
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 | $11,242 | $59,417-81.1% | $93,606-88.0% | $74,495-84.9% |
| Participation rate | 78.3% | 59.7%+18.7pp | 68.7%+9.6pp | 67.2%+11.1pp |
| Annual return | 13.58% | 81.83%-68.3pp | 133.20%-119.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,762 | $3,050-9.4% | $4,411-37.4% | $4,346-36.4% |
| Admin fee / account holder | $59 | $3,021-98.0% | $8,285-99.3% | $1,942-96.9% |