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 9-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-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $43,062 | $67,606-36.3% | $82,313-47.7% | $70,131-38.6% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.0pp | 69.5%+24.3pp |
| Annual return | 12.32% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,007 | $1,755-42.6% | $2,428-58.5% | $2,342-57.0% |
| Participant deferral / active EE | $2,863 | $2,987-4.2% | $3,706-22.8% | $3,332-14.1% |
| Admin fee / account holder | $25 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |