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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,903 |
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 | $15,823 | $61,156-74.1% | $185,823-91.5% | $79,386-80.1% |
| Participation rate | 88.8% | 66.6%+22.2pp | 81.7%+7.1pp | 70.7%+18.1pp |
| Annual return | 17.26% | 19.45%-2.2pp | 122.05%-104.8pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,007 | $2,321-56.6% | $5,167-80.5% | $2,427-58.5% |
| Participant deferral / active EE | $3,326 | $2,789+19.3% | $5,568-40.3% | $4,046-17.8% |
| Admin fee / account holder | $18 | $710-97.4% | $16,237-99.9% | $626-97.1% |