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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,016 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,672 | $51,197-67.4% | $82,719-79.8% | $66,914-75.1% |
| Participation rate | 86.4% | 67.8%+18.6pp | 72.6%+13.9pp | 69.8%+16.6pp |
| Annual return | 0.00% | -9.64%+9.6pp | 701.18%-701.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $255 | $2,611-90.2% | $3,009-91.5% | $2,544-90.0% |
| Participant deferral / active EE | $1,697 | $3,458-50.9% | $4,395-61.4% | $4,237-59.9% |
| Admin fee / account holder | $12 | $416-97.2% | $5,329-99.8% | $593-98.0% |