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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,818 |
ADP BROKER-DEALER5+ 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.
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,771 | $65,395-75.9% | $182,532-91.4% | $72,985-78.4% |
| Participation rate | 69.5% | 65.4%+4.0pp | 78.0%-8.5pp | 69.5%0pp |
| Annual return | 21.06% | 27.68%-6.6pp | 148.54%-127.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $6 | $1,911-99.7% | $4,076-99.9% | $2,440-99.8% |
| Participant deferral / active EE | $1,618 | $3,563-54.6% | $5,524-70.7% | $3,607-55.1% |
| Admin fee / account holder | $37 | $4,245-99.1% | $8,592-99.6% | $5,124-99.3% |