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 9-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,297 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,953 | $104,317-87.6% | $159,436-91.9% | $86,799-85.1% |
| Participation rate | 53.1% | 77.7%-24.6pp | 82.8%-29.7pp | 72.3%-19.2pp |
| Annual return | 18.97% | 26.32%-7.4pp | 263.57%-244.6pp | 97.91%-78.9pp |
| Employer contribution / active EE | $1,105 | $3,451-68.0% | $4,829-77.1% | $2,405-54.1% |
| Participant deferral / active EE | $2,687 | $6,837-60.7% | $7,352-63.4% | $4,131-34.9% |
| Admin fee / account holder | $14 | $172-91.8% | $10,799-99.9% | $170-91.7% |