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 5-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $819 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,063 | $65,041-46.1% | $90,951-61.4% | $79,858-56.1% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.0%+15.4pp | 69.6%+14.8pp |
| Annual return | 15.22% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,038 | $1,247-16.8% | $2,122-51.1% | $2,471-58.0% |
| Participant deferral / active EE | $1,725 | $2,512-31.3% | $3,373-48.9% | $3,740-53.9% |
| Admin fee / account holder | $23 | $4,536-99.5% | $5,959-99.6% | $5,306-99.6% |