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 10-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 | $690 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,516 | $95,416-86.9% | $185,823-93.3% | $85,850-85.4% |
| Participation rate | 57.6% | 68.8%-11.1pp | 81.7%-24.1pp | 69.3%-11.7pp |
| Annual return | 12.49% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.0pp |
| Employer contribution / active EE | $375 | $3,314-88.7% | $5,167-92.7% | $2,565-85.4% |
| Participant deferral / active EE | $1,101 | $3,423-67.8% | $5,568-80.2% | $3,952-72.1% |
| Admin fee / account holder | $37 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |