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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,026 |
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 | $10,600 | $30,086-64.8% | $61,373-82.7% | $64,808-83.6% |
| Participation rate | 89.8% | 36.4%+53.5pp | 52.6%+37.3pp | 71.5%+18.4pp |
| Annual return | 2.28% | -13.99%+16.3pp | 338.61%-336.3pp | 32.82%-30.5pp |
| Employer contribution / active EE | $2,000 | $536+273.0% | $1,159+72.5% | $2,506-20.2% |
| Participant deferral / active EE | $5,768 | $1,126+412.4% | $2,125+171.5% | $4,310+33.8% |
| Admin fee / account holder | $49 | $148-66.8% | $2,130-97.7% | $188-73.8% |