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 10-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 | $12,098 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,502 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $47,278 | $27,915+69.4% | $58,482-19.2% | $75,163-37.1% |
| Participation rate | 80.8% | 38.8%+41.9pp | 50.9%+29.9pp | 67.2%+13.6pp |
| Annual return | 11.93% | 44.20%-32.3pp | 4239.32%-4227.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,483 | $669+121.6% | $1,053+40.8% | $2,670-44.5% |
| Participant deferral / active EE | $2,407 | $1,201+100.3% | $1,924+25.1% | $4,125-41.7% |
| Admin fee / account holder | $231 | $1,726-86.6% | $2,516-90.8% | $5,651-95.9% |