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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,466 |
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 | $35,446 | $91,407-61.2% | $135,903-73.9% | $71,457-50.4% |
| Participation rate | 90.0% | 75.7%+14.4pp | 81.9%+8.1pp | 67.9%+22.1pp |
| Annual return | 25.76% | 29.90%-4.1pp | 68.23%-42.5pp | 28.85%-3.1pp |
| Employer contribution / active EE | $2,231 | $3,703-39.8% | $4,856-54.1% | $2,588-13.8% |
| Participant deferral / active EE | $5,892 | $7,092-16.9% | $7,758-24.1% | $4,289+37.4% |
| Admin fee / account holder | $108 | $1,266-91.5% | $10,762-99.0% | $1,587-93.2% |