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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,475 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,901 | $69,477-33.9% | $94,646-51.5% | $71,457-35.8% |
| Participation rate | 87.0% | 78.4%+8.5pp | 80.8%+6.1pp | 67.9%+19.0pp |
| Annual return | 45.19% | 29.66%+15.5pp | 156.71%-111.5pp | 28.85%+16.3pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $13,203 | $7,345+79.8% | $7,418+78.0% | $4,289+207.9% |
| Admin fee / account holder | $23 | $1,210-98.1% | $7,231-99.7% | $1,587-98.5% |