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 | $9,450 |
ADP BROKER-DEALER8 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 | $16,253 | $55,415-70.7% | $155,509-89.5% | $74,495-78.2% |
| Participation rate | 87.4% | 61.9%+25.5pp | 78.2%+9.2pp | 67.2%+20.2pp |
| Annual return | 12.91% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,556 | $2,267-31.4% | $4,672-66.7% | $2,623-40.7% |
| Participant deferral / active EE | $2,541 | $2,836-10.4% | $5,626-54.8% | $4,346-41.5% |
| Admin fee / account holder | $56 | $1,738-96.8% | $15,912-99.7% | $1,942-97.1% |