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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,633 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $33,371 | $64,480-48.2% | $81,382-59.0% | $80,856-58.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.87% | 16.34%-2.5pp | 24.73%-10.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,044 | $1,978+53.9% | $2,463+23.6% | $2,755+10.5% |
| Participant deferral / active EE | $4,106 | $3,094+32.7% | $3,883+5.7% | $4,296-4.4% |
| Admin fee / account holder | $42 | $5,671-99.3% | $5,768-99.3% | $6,918-99.4% |