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 7-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 | $15,064 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
J W COLE FINANCIAL INC1 year Service code 49 · EIN 16-1632597 | 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 | $9,064 | $80,717-88.8% | $154,803-94.1% | $84,808-89.3% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.2pp | 68.3%+25.9pp |
| Annual return | 15.72% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $633 | $2,761-77.1% | $4,305-85.3% | $2,631-75.9% |
| Participant deferral / active EE | $2,408 | $3,303-27.1% | $5,540-56.5% | $4,212-42.8% |
| Admin fee / account holder | $255 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |