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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,214 |
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 | $16,075 | $105,181-84.7% | $159,436-89.9% | $85,850-81.3% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.8%-8.3pp | 69.3%+5.2pp |
| Annual return | 12.91% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,028 | $5,945-15.4% | $7,352-31.6% | $3,952+27.2% |
| Admin fee / account holder | $270 | $6,933-96.1% | $10,799-97.5% | $6,260-95.7% |