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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,472 |
ADP BROKER-DEALER6 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 | $4,769 | $101,724-95.3% | $164,813-97.1% | $80,856-94.1% |
| Participation rate | 84.9% | 71.8%+13.1pp | 78.6%+6.3pp | 67.6%+17.3pp |
| Annual return | 12.49% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,581 | $4,477-42.4% | $6,031-57.2% | $4,296-39.9% |
| Admin fee / account holder | $21 | $8,227-99.7% | $12,690-99.8% | $6,918-99.7% |