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 3-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 | $40,788 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,685 | $27,839-65.2% | $58,482-83.4% | $71,457-86.4% |
| Participation rate | 98.7% | 34.5%+64.2pp | 50.9%+47.9pp | 67.9%+30.8pp |
| Annual return | 12.59% | 26.81%-14.2pp | 4239.32%-4226.7pp | 28.85%-16.3pp |
| Employer contribution / active EE | $2,910 | $631+361.4% | $1,053+176.3% | $2,588+12.5% |
| Participant deferral / active EE | $2,873 | $1,206+138.1% | $1,924+49.3% | $4,289-33.0% |
| Admin fee / account holder | $246 | $1,641-85.0% | $2,516-90.2% | $1,587-84.5% |