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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,150 |
ADP BROKER-DEALER1+ 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,918 | $66,750-11.7% | $105,722-44.3% | $57,658+2.2% |
| Participation rate | 84.0% | 79.2%+4.8pp | 78.9%+5.0pp | 70.2%+13.7pp |
| Annual return | 0.00% | 10.99%-11.0pp | 12.25%-12.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $3,260 | $3,766-13.5% | $4,079-20.1% | $1,974+65.2% |
| Participant deferral / active EE | $4,407 | $4,933-10.7% | $5,326-17.3% | $3,061+44.0% |
| Admin fee / account holder | $8 | $88-90.9% | $8,308-99.9% | $95-91.5% |