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 7-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,234 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,663 | $62,928-75.1% | $172,739-90.9% | $67,579-76.8% |
| Participation rate | 75.2% | 64.5%+10.7pp | 82.6%-7.4pp | 71.3%+3.9pp |
| Annual return | 32.48% | 30.36%+2.1pp | 802.84%-770.4pp | 378.56%-346.1pp |
| Employer contribution / active EE | $543 | $1,636-66.8% | $5,143-89.4% | $2,148-74.7% |
| Participant deferral / active EE | $2,562 | $2,145+19.5% | $5,198-50.7% | $3,539-27.6% |
| Admin fee / account holder | $13 | $167-92.3% | $13,954-99.9% | $142-91.0% |