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 3-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 | $6,014 |
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 | $12,378 | $45,312-72.7% | $86,233-85.6% | $67,986-81.8% |
| Participation rate | 92.4% | 42.4%+50.0pp | 69.0%+23.4pp | 57.2%+35.2pp |
| Annual return | 30.33% | 24.79%+5.5pp | 61.39%-31.1pp | 31.67%-1.3pp |
| Employer contribution / active EE | $2,387 | $1,160+105.8% | $2,504-4.7% | $2,019+18.2% |
| Participant deferral / active EE | $3,060 | $2,185+40.1% | $4,559-32.9% | $3,358-8.9% |
| Admin fee / account holder | $29 | $3,295-99.1% | $8,342-99.7% | $3,203-99.1% |