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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,456 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $4,302 | $91,538-95.3% | $129,995-96.7% | $75,163-94.3% |
| Participation rate | 80.3% | 71.4%+8.8pp | 78.5%+1.8pp | 67.2%+13.1pp |
| Annual return | 17.67% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,434 | $4,341-43.9% | $5,820-58.2% | $4,125-41.0% |
| Admin fee / account holder | $14 | $6,790-99.8% | $10,614-99.9% | $5,651-99.8% |