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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,633 |
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 | $26,048 | $55,415-53.0% | $155,509-83.2% | $74,495-65.0% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 12.44% | 268.50%-256.1pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $995 | $2,267-56.1% | $4,672-78.7% | $2,623-62.1% |
| Participant deferral / active EE | $4,370 | $2,836+54.1% | $5,626-22.3% | $4,346+0.6% |
| Admin fee / account holder | $104 | $1,738-94.0% | $15,912-99.3% | $1,942-94.7% |