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-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $34,288 | $52,903-35.2% | $73,307-53.2% | $59,632-42.5% |
| Participation rate | 84.5% | 68.2%+16.3pp | 74.9%+9.6pp | 68.7%+15.9pp |
| Annual return | 0.40% | 12.20%-11.8pp | 5.67%-5.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,152 | $1,909-39.6% | $3,237-64.4% | $2,203-47.7% |
| Participant deferral / active EE | $3,729 | $4,069-8.4% | $4,991-25.3% | $3,192+16.8% |
| Admin fee / account holder | $16 | $3,834-99.6% | $5,637-99.7% | $4,297-99.6% |