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 10-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 | $5,347 |
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 | $28,709 | $84,487-66.0% | $125,339-77.1% | $66,914-57.1% |
| Participation rate | 76.1% | 76.4%-0.3pp | 82.4%-6.3pp | 69.8%+6.3pp |
| Annual return | 7.04% | -8.39%+15.4pp | 572.05%-565.0pp | 1.58%+5.5pp |
| Employer contribution / active EE | $1,425 | $3,553-59.9% | $4,814-70.4% | $2,544-44.0% |
| Participant deferral / active EE | $4,139 | $6,781-39.0% | $7,446-44.4% | $4,237-2.3% |
| Admin fee / account holder | $196 | $685-71.5% | $10,010-98.0% | $593-67.0% |