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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,757 |
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 | $27,418 | $55,415-50.5% | $155,509-82.4% | $74,495-63.2% |
| Participation rate | 89.9% | 61.9%+28.0pp | 78.2%+11.7pp | 67.2%+22.7pp |
| Annual return | 11.70% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,295 | $2,267-42.9% | $4,672-72.3% | $2,623-50.6% |
| Participant deferral / active EE | $4,149 | $2,836+46.3% | $5,626-26.3% | $4,346-4.5% |
| Admin fee / account holder | $177 | $1,738-89.8% | $15,912-98.9% | $1,942-90.9% |