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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,407 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $15,871 | $50,820-68.8% | $155,567-89.8% | $77,671-79.6% |
| Participation rate | 32.0% | 63.1%-31.1pp | 78.2%-46.2pp | 70.6%-38.5pp |
| Annual return | 11.97% | 34.85%-22.9pp | 64.74%-52.8pp | 31.21%-19.2pp |
| Employer contribution / active EE | $423 | $1,993-78.8% | $4,674-90.9% | $2,726-84.5% |
| Participant deferral / active EE | $649 | $2,823-77.0% | $5,628-88.5% | $4,648-86.0% |
| Admin fee / account holder | $50 | $436-88.5% | $15,916-99.7% | $430-88.4% |