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 3-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 | $11,274 |
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 | $2,939 | $53,053-94.5% | $126,539-97.7% | $74,304-96.0% |
| Participation rate | 87.8% | 48.0%+39.8pp | 69.8%+18.0pp | 60.3%+27.5pp |
| Annual return | 29.98% | 29.46%+0.5pp | 425.95%-396.0pp | 29.43%+0.6pp |
| Employer contribution / active EE | $744 | $1,168-36.3% | $3,674-79.8% | $2,241-66.8% |
| Participant deferral / active EE | $700 | $2,303-69.6% | $4,083-82.9% | $3,767-81.4% |
| Admin fee / account holder | $54 | $3,698-98.5% | $6,065-99.1% | $2,969-98.2% |