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 |
|---|---|---|
SCS2 years Service code 15 · EIN 71-1004774 | Recordkeeping | $15,793 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,645 |
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 | $46,520 | $71,050-34.5% | $93,606-50.3% | $80,856-42.5% |
| Participation rate | 85.5% | 60.4%+25.1pp | 68.7%+16.8pp | 67.6%+17.9pp |
| Annual return | 17.96% | 11.26%+6.7pp | 133.20%-115.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $4,300 | $1,564+175.0% | $2,420+77.7% | $2,755+56.1% |
| Participant deferral / active EE | $9,879 | $4,034+144.9% | $4,411+123.9% | $4,296+130.0% |
| Admin fee / account holder | $169 | $6,945-97.6% | $8,285-98.0% | $6,918-97.6% |