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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,830 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,092 |
ADP BROKER-DEALER1+ 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 | $19,344 | $73,397-73.6% | $178,014-89.1% | $74,546-74.1% |
| Participation rate | 94.0% | 66.6%+27.4pp | 77.1%+16.9pp | 67.2%+26.8pp |
| Annual return | 20.56% | 17.49%+3.1pp | 294.80%-274.2pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $1,748 | $2,217-21.2% | $3,950-55.8% | $2,624-33.4% |
| Participant deferral / active EE | $3,916 | $4,512-13.2% | $6,276-37.6% | $4,347-9.9% |
| Admin fee / account holder | $225 | $1,809-87.6% | $10,362-97.8% | $1,944-88.4% |