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 | $88,360-57.8% | $145,433-74.4% | $67,986-45.1% |
| Participation rate | 81.0% | 65.5%+15.5pp | 82.1%-1.1pp | 57.2%+23.8pp |
| Annual return | 21.15% | 63.15%-42.0pp | 66.58%-45.4pp | 31.67%-10.5pp |
| Employer contribution / active EE | $4,455 | $3,054+45.9% | $4,554-2.2% | $2,019+120.7% |
| Participant deferral / active EE | $7,559 | $5,932+27.4% | $7,897-4.3% | $3,358+125.1% |
| Admin fee / account holder | $173 | $3,313-94.8% | $13,129-98.7% | $3,203-94.6% |