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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,921 |
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 | $21,781 | $61,272-64.5% | $149,673-85.4% | $71,457-69.5% |
| Participation rate | 92.7% | 62.5%+30.2pp | 78.8%+13.9pp | 67.9%+24.7pp |
| Annual return | 18.02% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $946 | $2,378-60.2% | $4,818-80.4% | $2,588-63.5% |
| Participant deferral / active EE | $4,027 | $2,917+38.0% | $5,680-29.1% | $4,289-6.1% |
| Admin fee / account holder | $162 | $1,261-87.2% | $13,210-98.8% | $1,587-89.8% |