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 | $48,750-74.6% | $88,946-86.1% | $74,304-83.3% |
| Participation rate | 92.4% | 44.5%+47.9pp | 68.8%+23.5pp | 60.3%+32.0pp |
| Annual return | 30.33% | 25.91%+4.4pp | 57.82%-27.5pp | 29.43%+0.9pp |
| Employer contribution / active EE | $2,387 | $1,255+90.2% | $2,555-6.6% | $2,241+6.5% |
| Participant deferral / active EE | $3,060 | $2,423+26.3% | $4,581-33.2% | $3,767-18.8% |
| Admin fee / account holder | $29 | $3,756-99.2% | $8,261-99.6% | $2,969-99.0% |