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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,269 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,600 | $62,127-54.0% | $81,382-64.9% | $74,495-61.6% |
| Participation rate | 95.5% | 64.0%+31.4pp | 69.5%+26.0pp | 67.2%+28.3pp |
| Annual return | 8.27% | 16.48%-8.2pp | 24.73%-16.5pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $1,717 | $1,882-8.8% | $2,463-30.3% | $2,623-34.5% |
| Participant deferral / active EE | $3,703 | $3,229+14.7% | $3,883-4.6% | $4,346-14.8% |
| Admin fee / account holder | $182 | $1,934-90.6% | $5,768-96.8% | $1,942-90.6% |