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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,103 |
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 | $22,467 | $68,573-67.2% | $120,368-81.3% | $80,874-72.2% |
| Participation rate | 97.7% | 61.6%+36.1pp | 71.9%+25.8pp | 67.6%+30.1pp |
| Annual return | 28.79% | 23.61%+5.2pp | 107.26%-78.5pp | 35.62%-6.8pp |
| Employer contribution / active EE | $2,179 | $2,052+6.2% | $3,465-37.1% | $2,756-20.9% |
| Participant deferral / active EE | $3,835 | $3,174+20.8% | $4,991-23.2% | $4,297-10.7% |
| Admin fee / account holder | $113 | $5,734-98.0% | $9,429-98.8% | $6,935-98.4% |