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 8-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $990 |
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 | $11,287 | $29,359-61.6% | $56,411-80.0% | - |
| Participation rate | 99.0% | 38.0%+60.9pp | 52.5%+46.5pp | - |
| Annual return | 10.04% | 15.65%-5.6pp | 1701.33%-1691.3pp | - |
| Employer contribution / active EE | $296 | $424-30.3% | $1,039-71.5% | - |
| Participant deferral / active EE | $1,808 | $855+111.4% | $1,952-7.4% | - |
| Admin fee / account holder | $18 | $1,790-99.0% | $2,829-99.4% | - |