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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,480 |
PINNACLE WEALTH ADVISORS1 year Service code 15 · EIN 93-1133012 | Recordkeeping | $10,354 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $36,156 | $99,957-63.8% | $149,696-75.8% | $73,488-50.8% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.5%+14.6pp | 70.7%+26.4pp |
| Annual return | 25.33% | 53.87%-28.5pp | 276.60%-251.3pp | 28.51%-3.2pp |
| Employer contribution / active EE | $4,138 | $3,191+29.7% | $4,644-10.9% | $2,270+82.3% |
| Participant deferral / active EE | $8,163 | $6,073+34.4% | $6,842+19.3% | $3,740+118.3% |
| Admin fee / account holder | $164 | $551-70.3% | $9,309-98.2% | $513-68.1% |