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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $18,053 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,468 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | 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 | $37,283 | $59,263-37.1% | $96,562-61.4% | $79,386-53.0% |
| Participation rate | 81.3% | 61.9%+19.4pp | 69.8%+11.4pp | 70.7%+10.5pp |
| Annual return | 13.83% | 27.07%-13.2pp | 37.78%-24.0pp | 116.85%-103.0pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,373 | $2,948+48.3% | $3,849+13.6% | $4,046+8.1% |
| Admin fee / account holder | $32 | $658-95.1% | $6,181-99.5% | $626-94.9% |