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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,402 |
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 | $15,025 | $47,126-68.1% | $149,673-90.0% | $74,419-79.8% |
| Participation rate | 94.8% | 63.4%+31.4pp | 78.8%+16.0pp | 70.7%+24.0pp |
| Annual return | 23.58% | 22.75%+0.8pp | 134.42%-110.8pp | 34.38%-10.8pp |
| Employer contribution / active EE | $1,786 | $1,905-6.3% | $4,818-62.9% | $2,637-32.3% |
| Participant deferral / active EE | $3,343 | $2,728+22.6% | $5,680-41.1% | $4,528-26.2% |
| Admin fee / account holder | $24 | $343-93.1% | $13,210-99.8% | $348-93.2% |