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 10-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 | $5,505 |
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 | $31,793 | $54,558-41.7% | $76,002-58.2% | $74,546-57.4% |
| Participation rate | 91.6% | 60.3%+31.3pp | 69.1%+22.5pp | 67.2%+24.4pp |
| Annual return | 11.11% | 31.83%-20.7pp | 360.07%-349.0pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $2,020 | $1,778+13.6% | $2,688-24.9% | $2,624-23.0% |
| Participant deferral / active EE | $5,328 | $3,065+73.8% | $4,257+25.2% | $4,347+22.6% |
| Admin fee / account holder | $42 | $2,232-98.1% | $6,414-99.3% | $1,944-97.8% |