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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,091 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BROOKLIGT PLACE SECURITIES4 years Service code 49 1901 BUTTERFIELD RD · DOWNERS GROVE, IL 60515 | 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 | $23,265 | $55,415-58.0% | $155,509-85.0% | $74,495-68.8% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 14.46% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,511 | $2,267+10.8% | $4,672-46.3% | $2,623-4.3% |
| Participant deferral / active EE | $4,345 | $2,836+53.2% | $5,626-22.8% | $4,3460% |
| Admin fee / account holder | $31 | $1,738-98.2% | $15,912-99.8% | $1,942-98.4% |