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 9-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 | $4,285 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $20,225 | $58,879-65.6% | $178,490-88.7% | $73,488-72.5% |
| Participation rate | 83.5% | 66.2%+17.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 28.22% | 24.86%+3.4pp | 151.07%-122.9pp | 28.51%-0.3pp |
| Employer contribution / active EE | $3,602 | $2,236+61.1% | $5,011-28.1% | $2,270+58.7% |
| Participant deferral / active EE | $4,215 | $2,567+64.2% | $5,202-19.0% | $3,740+12.7% |
| Admin fee / account holder | $23 | $400-94.3% | $13,984-99.8% | $513-95.5% |