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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,577 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TRIAD ADVISORS INC1 year Service code 49 400 MAIN STREET · PLEASANTON, CA 94566 | 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 | $24,836 | $41,078-39.5% | $80,569-69.2% | $71,457-65.2% |
| Participation rate | 92.5% | 50.2%+42.2pp | 67.0%+25.5pp | 67.9%+24.5pp |
| Annual return | 22.28% | 38.45%-16.2pp | 935.43%-913.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $1,823 | $1,506+21.1% | $2,723-33.1% | $2,588-29.6% |
| Participant deferral / active EE | $5,058 | $2,699+87.4% | $4,447+13.7% | $4,289+17.9% |
| Admin fee / account holder | $10 | $1,840-99.5% | $5,377-99.8% | $1,587-99.4% |