Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 RETIREMENT TRUST SERVICES Service code 15 · EIN 13-3036745 4 NORTHEASTERN BLVD · SALEM, NH 03079 | Recordkeeping | $16,957 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,599 | $68,573-36.4% | $120,368-63.8% | $80,874-46.1% |
| Participation rate | 82.9% | 61.6%+21.3pp | 71.9%+11.0pp | 67.6%+15.2pp |
| Annual return | 83.41% | 23.61%+59.8pp | 107.26%-23.8pp | 35.62%+47.8pp |
| Employer contribution / active EE | $4,297 | $2,052+109.4% | $3,465+24.0% | $2,756+55.9% |
| Participant deferral / active EE | $11,850 | $3,174+273.3% | $4,991+137.4% | $4,297+175.8% |
| Admin fee / account holder | $127 | $5,734-97.8% | $9,429-98.6% | $6,935-98.2% |