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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,742 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,590 |
ADP BROKER-DEALER2 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 | $34,083 | $91,538-62.8% | $129,995-73.8% | $75,163-54.7% |
| Participation rate | 91.2% | 71.4%+19.8pp | 78.5%+12.7pp | 67.2%+24.0pp |
| Annual return | 20.70% | -631.11%+651.8pp | -137.18%+157.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,330 | $2,845-18.1% | $4,320-46.1% | $2,670-12.7% |
| Participant deferral / active EE | $5,599 | $4,341+29.0% | $5,820-3.8% | $4,125+35.7% |
| Admin fee / account holder | $146 | $6,790-97.9% | $10,614-98.6% | $5,651-97.4% |