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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,146 |
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 | $26,754 | $180,101-85.1% | $77,163-65.3% | - |
| Participation rate | 94.9% | 65.2%+29.7pp | 69.6%+25.4pp | - |
| Annual return | 12.27% | 26.55%-14.3pp | 37.87%-25.6pp | - |
| Employer contribution / active EE | $1,696 | $2,353-27.9% | $2,535-33.1% | - |
| Participant deferral / active EE | $3,397 | $4,104-17.2% | $3,833-11.4% | - |
| Admin fee / account holder | $159 | $23,406-99.3% | $5,472-97.1% | - |