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 8-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 | $20,332 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,449 | $77,660-31.2% | $109,143-51.0% | $79,386-32.7% |
| Participation rate | 70.3% | 67.8%+2.5pp | 75.9%-5.6pp | 70.7%-0.4pp |
| Annual return | 28.64% | 23.44%+5.2pp | 25.75%+2.9pp | 116.85%-88.2pp |
| Employer contribution / active EE | $2,443 | $2,797-12.7% | $3,722-34.4% | $2,427+0.6% |
| Participant deferral / active EE | $6,850 | $3,518+94.7% | $4,653+47.2% | $4,046+69.3% |
| Admin fee / account holder | $180 | $732-75.4% | $6,752-97.3% | $626-71.3% |