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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,772 | $65,908-62.4% | $81,812-69.7% | $77,643-68.1% |
| Participation rate | 39.3% | 65.8%-26.5pp | 72.3%-33.0pp | 70.6%-31.3pp |
| Annual return | 12.63% | 26.64%-14.0pp | 773.79%-761.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $157 | $2,370-93.4% | $2,912-94.6% | $2,726-94.2% |
| Participant deferral / active EE | $1,077 | $3,505-69.3% | $4,319-75.1% | $4,647-76.8% |
| Admin fee / account holder | $16 | $526-97.0% | $7,386-99.8% | $430-96.4% |