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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,427 |
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 | $36,615 | $101,317-63.9% | $146,958-75.1% | $74,495-50.8% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 18.47% | 8730.91%-8712.4pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,194 | $3,810-16.2% | $4,933-35.2% | $2,623+21.8% |
| Participant deferral / active EE | $9,204 | $7,303+26.0% | $8,070+14.0% | $4,346+111.8% |
| Admin fee / account holder | $266 | $1,739-84.7% | $12,998-98.0% | $1,942-86.3% |