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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,810 |
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 | $43,905 | $82,978-47.1% | $129,995-66.2% | $71,457-38.6% |
| Participation rate | 96.4% | 74.1%+22.3pp | 78.5%+17.9pp | 67.9%+28.5pp |
| Annual return | 28.43% | 20.60%+7.8pp | -137.18%+165.6pp | 28.85%-0.4pp |
| Employer contribution / active EE | $3,217 | $2,622+22.7% | $4,320-25.5% | $2,588+24.3% |
| Participant deferral / active EE | $9,188 | $4,432+107.3% | $5,820+57.9% | $4,289+114.2% |
| Admin fee / account holder | $89 | $1,729-94.8% | $10,614-99.2% | $1,587-94.4% |