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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,475 |
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 | $37,297 | $100,923-63.0% | $150,045-75.1% | $74,304-49.8% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.3%-1.3pp | 60.3%+20.7pp |
| Annual return | 21.15% | 51.77%-30.6pp | 62.55%-41.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $4,455 | $3,463+28.6% | $4,693-5.1% | $2,241+98.8% |
| Participant deferral / active EE | $7,559 | $6,709+12.7% | $7,997-5.5% | $3,767+100.6% |
| Admin fee / account holder | $173 | $2,767-93.7% | $13,435-98.7% | $2,969-94.2% |