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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,221 |
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 | $19,972 | $51,175-61.0% | $70,515-71.7% | $75,163-73.4% |
| Participation rate | 95.8% | 60.9%+34.9pp | 68.3%+27.4pp | 67.2%+28.6pp |
| Annual return | 14.84% | 30.02%-15.2pp | 32.77%-17.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,281 | $1,826+24.9% | $2,973-23.3% | $2,670-14.6% |
| Participant deferral / active EE | $3,760 | $2,849+32.0% | $4,567-17.7% | $4,125-8.9% |
| Admin fee / account holder | $155 | $4,091-96.2% | $6,412-97.6% | $5,651-97.3% |