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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $18,091 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,449 |
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 | $51,573 | $88,083-41.4% | $164,813-68.7% | $74,495-30.8% |
| Participation rate | 85.0% | 73.0%+11.9pp | 78.6%+6.4pp | 67.2%+17.8pp |
| Annual return | 33.87% | 17.26%+16.6pp | 69.93%-36.1pp | 1364.94%-1331.1pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,888 | $4,498+53.1% | $6,031+14.2% | $4,346+58.5% |
| Admin fee / account holder | $17 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |