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 |
|---|---|---|
SCS1 year Service code 15 · EIN 71-1004774 | Recordkeeping | $12,057 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,270 |
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 | $37,694 | $65,561-42.5% | $86,188-56.3% | $75,163-49.9% |
| Participation rate | 86.7% | 60.5%+26.2pp | 69.0%+17.7pp | 67.2%+19.5pp |
| Annual return | 34.44% | 46.05%-11.6pp | 1168.45%-1134.0pp | 160.62%-126.2pp |
| Employer contribution / active EE | $4,086 | $1,553+163.2% | $2,380+71.7% | $2,670+53.1% |
| Participant deferral / active EE | $9,051 | $3,024+199.3% | $3,985+127.1% | $4,125+119.4% |
| Admin fee / account holder | $122 | $5,474-97.8% | $6,852-98.2% | $5,651-97.8% |