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 6-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 | $8,916 |
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 | $21,416 | $65,390-67.2% | $169,368-87.4% | $71,457-70.0% |
| Participation rate | 74.8% | 67.0%+7.8pp | 77.1%-2.4pp | 67.9%+6.9pp |
| Annual return | 34.45% | 21.31%+13.1pp | 405.60%-371.2pp | 28.85%+5.6pp |
| Employer contribution / active EE | $1,425 | $2,079-31.4% | $4,013-64.5% | $2,588-44.9% |
| Participant deferral / active EE | $2,413 | $4,367-44.7% | $6,221-61.2% | $4,289-43.7% |
| Admin fee / account holder | $95 | $1,324-92.8% | $9,003-98.9% | $1,587-94.0% |