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 6-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 |
|---|---|---|
WEALTH BRIDGE SOLUTIONS LLC1+ years Service code 15 · EIN 81-4886448 | Recordkeeping | $24,605 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,235 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,526 | $89,652-52.6% | $141,162-69.9% | $65,185-34.8% |
| Participation rate | 78.3% | 74.7%+3.6pp | 82.5%-4.2pp | 70.2%+8.1pp |
| Annual return | 30.63% | 32.79%-2.2pp | 71.39%-40.8pp | 29.38%+1.2pp |
| Employer contribution / active EE | $3,827 | $3,065+24.9% | $4,735-19.2% | $2,177+75.8% |
| Participant deferral / active EE | $8,255 | $5,691+45.0% | $6,709+23.0% | $3,514+134.9% |
| Admin fee / account holder | $147 | $569-74.1% | $10,261-98.6% | $847-82.6% |