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 4-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 | $10,573 |
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 | $12,830 | $60,261-78.7% | $81,783-84.3% | $74,546-82.8% |
| Participation rate | 98.4% | 62.9%+35.6pp | 72.4%+26.1pp | 67.2%+31.2pp |
| Annual return | 20.11% | 16.88%+3.2pp | 775.05%-754.9pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $2,216 | $2,622-15.5% | $2,913-23.9% | $2,624-15.5% |
| Participant deferral / active EE | $1,921 | $3,388-43.3% | $4,320-55.5% | $4,347-55.8% |
| Admin fee / account holder | $62 | $1,482-95.8% | $7,380-99.2% | $1,944-96.8% |