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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,906 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,751 | $54,590-60.2% | $81,930-73.5% | $73,488-70.4% |
| Participation rate | 95.5% | 68.3%+27.2pp | 72.0%+23.5pp | 70.7%+24.8pp |
| Annual return | 12.44% | 17.74%-5.3pp | 29.49%-17.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,468 | $1,636-10.3% | $4,310-65.9% | $2,270-35.3% |
| Participant deferral / active EE | $1,583 | $2,759-42.6% | $7,107-77.7% | $3,740-57.7% |
| Admin fee / account holder | $188 | $592-68.2% | $5,158-96.4% | $513-63.4% |