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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,174 | $57,831-65.1% | $82,389-75.5% | $85,563-76.4% |
| Participation rate | 36.3% | 55.0%-18.7pp | 69.5%-33.2pp | 66.0%-29.7pp |
| Annual return | 15.12% | 17.86%-2.7pp | 28.67%-13.5pp | 31.51%-16.4pp |
| Employer contribution / active EE | $465 | $1,643-71.7% | $2,517-81.5% | $2,654-82.5% |
| Participant deferral / active EE | $1,960 | $3,118-37.1% | $4,155-52.8% | $4,375-55.2% |
| Admin fee / account holder | $65 | $1,391-95.3% | $7,231-99.1% | $834-92.2% |