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 | $13,628 |
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 | $23,751 | $60,261-60.6% | $81,783-71.0% | $74,546-68.1% |
| Participation rate | 80.0% | 62.9%+17.1pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | 11.90% | 16.88%-5.0pp | 775.05%-763.2pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $461 | $2,622-82.4% | $2,913-84.2% | $2,624-82.4% |
| Participant deferral / active EE | $2,760 | $3,388-18.5% | $4,320-36.1% | $4,347-36.5% |
| Admin fee / account holder | $103 | $1,482-93.0% | $7,380-98.6% | $1,944-94.7% |