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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
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 | $23,658 | $51,315-53.9% | $95,745-75.3% | $71,457-66.9% |
| Participation rate | 82.7% | 63.0%+19.7pp | 72.3%+10.5pp | 67.9%+14.8pp |
| Annual return | 45.13% | 25.26%+19.9pp | 28.35%+16.8pp | 28.85%+16.3pp |
| Employer contribution / active EE | $3,229 | $1,819+77.5% | $2,835+13.9% | $2,588+24.8% |
| Participant deferral / active EE | $5,743 | $3,358+71.0% | $4,245+35.3% | $4,289+33.9% |
| Admin fee / account holder | $48 | $1,137-95.8% | $5,678-99.2% | $1,587-97.0% |