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 3-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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,185 |
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 | $95,734 | $79,124+21.0% | $60,874+57.3% | $64,808+47.7% |
| Participation rate | 74.2% | 77.7%-3.5pp | 73.1%+1.1pp | 71.5%+2.8pp |
| Annual return | 0.00% | -7.13%+7.1pp | 16.90%-16.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $2,707 | $3,050-11.3% | $2,701+0.2% | $2,506+8.0% |
| Participant deferral / active EE | $6,056 | $3,725+62.6% | $3,817+58.7% | $4,310+40.5% |
| Admin fee / account holder | $12 | $106-89.1% | $3,224-99.6% | $188-93.9% |