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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,090 |
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 | $30,208 | $55,415-45.5% | $155,509-80.6% | $74,495-59.4% |
| Participation rate | 82.9% | 61.9%+21.0pp | 78.2%+4.7pp | 67.2%+15.7pp |
| Annual return | 14.51% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,301 | $2,267-42.6% | $4,672-72.2% | $2,623-50.4% |
| Participant deferral / active EE | $2,431 | $2,836-14.3% | $5,626-56.8% | $4,346-44.1% |
| Admin fee / account holder | $180 | $1,738-89.6% | $15,912-98.9% | $1,942-90.7% |