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 | $4,313 |
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 | $10,269 | $55,415-81.5% | $155,509-93.4% | $74,495-86.2% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 33.08% | 268.50%-235.4pp | 64.67%-31.6pp | 1364.94%-1331.9pp |
| Employer contribution / active EE | $1,010 | $2,267-55.5% | $4,672-78.4% | $2,623-61.5% |
| Participant deferral / active EE | $4,146 | $2,836+46.2% | $5,626-26.3% | $4,346-4.6% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |