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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $216 |
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 | $673 | $65,946-99.0% | $81,783-99.2% | $77,671-99.1% |
| Participation rate | 55.9% | 65.8%-9.9pp | 72.4%-16.5pp | 70.6%-14.7pp |
| Annual return | 0.00% | 26.65%-26.7pp | 775.05%-775.1pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $2,371-100.0% | $2,913-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $236 | $3,507-93.3% | $4,320-94.5% | $4,648-94.9% |
| Admin fee / account holder | $1 | $527-99.8% | $7,380-100.0% | $430-99.7% |