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 8-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,498 |
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 | $14,382 | $61,272-76.5% | $149,673-90.4% | $71,457-79.9% |
| Participation rate | 94.3% | 62.5%+31.8pp | 78.8%+15.5pp | 67.9%+26.4pp |
| Annual return | 18.52% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,691 | $2,378-28.9% | $4,818-64.9% | $2,588-34.7% |
| Participant deferral / active EE | $4,575 | $2,917+56.8% | $5,680-19.4% | $4,289+6.7% |
| Admin fee / account holder | $71 | $1,261-94.4% | $13,210-99.5% | $1,587-95.5% |