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 4-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 | $2,805 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: M HOLDINGS SECURITIES Service code 49 1125 NW COUCH STREET 900 · PORTLAND, OR 97209 | Other Services | $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 | $42,398 | $79,171-46.4% | $102,423-58.6% | $74,495-43.1% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 14.69% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $6,334 | $2,362+168.1% | $3,023+109.5% | $2,623+141.5% |
| Participant deferral / active EE | $10,845 | $4,415+145.6% | $5,053+114.6% | $4,346+149.6% |
| Admin fee / account holder | $19 | $2,001-99.0% | $9,451-99.8% | $1,942-99.0% |