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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $4,952 | $52,639-90.6% | $185,117-97.3% | $62,292-92.1% |
| Participation rate | 27.8% | 63.9%-36.0pp | 77.3%-49.4pp | 69.5%-41.7pp |
| Annual return | 416.78% | 19.57%+397.2pp | 40.50%+376.3pp | 28.90%+387.9pp |
| Employer contribution / active EE | $315 | $1,483-78.8% | $4,182-92.5% | $2,042-84.6% |
| Participant deferral / active EE | $857 | $3,097-72.3% | $5,045-83.0% | $3,169-73.0% |
| Admin fee / account holder | $24 | $374-93.6% | $8,159-99.7% | $479-95.0% |