Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,371 | $64,517-48.3% | $81,438-59.0% | $80,874-58.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.87% | 16.35%-2.5pp | 24.74%-10.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $3,044 | $1,982+53.6% | $2,460+23.7% | $2,756+10.5% |
| Participant deferral / active EE | $4,106 | $3,096+32.6% | $3,883+5.7% | $4,297-4.4% |
| Admin fee / account holder | $42 | $5,677-99.3% | $5,764-99.3% | $6,935-99.4% |