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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,841 |
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 | $30,529 | $65,561-53.4% | $91,541-66.7% | $74,304-58.9% |
| Participation rate | 93.2% | 56.6%+36.6pp | 69.8%+23.4pp | 60.3%+32.8pp |
| Annual return | 13.18% | 17.68%-4.5pp | 20.50%-7.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,623 | $1,717-5.5% | $2,505-35.2% | $2,241-27.6% |
| Participant deferral / active EE | $3,361 | $2,918+15.2% | $4,008-16.1% | $3,767-10.8% |
| Admin fee / account holder | $194 | $3,333-94.2% | $6,956-97.2% | $2,969-93.5% |