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 8-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 | $1,734 |
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 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 | $7,410 | $29,369-74.8% | $77,482-90.4% | $73,409-89.9% |
| Participation rate | 22.0% | 37.9%-16.0pp | 54.2%-32.2pp | 72.2%-50.2pp |
| Annual return | 27.91% | 358.15%-330.2pp | 54.79%-26.9pp | 59.29%-31.4pp |
| Employer contribution / active EE | $177 | $406-56.3% | $986-82.0% | $2,234-92.1% |
| Participant deferral / active EE | $804 | $941-14.6% | $1,861-56.8% | $3,805-78.9% |
| Admin fee / account holder | $21 | $123-82.8% | $2,858-99.3% | $158-86.6% |