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 | $8,153 |
ADP BROKER-DEALER10+ 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 | $35,116 | $55,415-36.6% | $155,509-77.4% | $74,495-52.9% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 17.19% | 268.50%-251.3pp | 64.67%-47.5pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $10,251 | $2,267+352.2% | $4,672+119.4% | $2,623+290.8% |
| Participant deferral / active EE | $4,958 | $2,836+74.8% | $5,626-11.9% | $4,346+14.1% |
| Admin fee / account holder | $46 | $1,738-97.3% | $15,912-99.7% | $1,942-97.6% |