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 | $17,244 |
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 | $20,257 | $50,199-59.6% | $70,092-71.1% | $66,914-69.7% |
| Participation rate | 96.2% | 66.3%+29.9pp | 70.5%+25.8pp | 69.8%+26.4pp |
| Annual return | -11.88% | -13.85%+2.0pp | 190.73%-202.6pp | 1.58%-13.5pp |
| Employer contribution / active EE | $1,628 | $1,864-12.7% | $2,559-36.4% | $2,544-36.0% |
| Participant deferral / active EE | $3,170 | $3,112+1.9% | $3,849-17.6% | $4,237-25.2% |
| Admin fee / account holder | $138 | $600-77.0% | $6,267-97.8% | $593-76.7% |