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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,309 |
GNH ASSET MANAGEMENT, INC1+ years Service code 15 · EIN 47-3410030 | Recordkeeping | $6,538 |
Service code 15 · EIN 87-4601166 | Recordkeeping | $5,869 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $14,675 | $61,272-76.0% | $149,673-90.2% | $71,457-79.5% |
| Participation rate | 85.8% | 62.5%+23.3pp | 78.8%+7.0pp | 67.9%+17.9pp |
| Annual return | 22.20% | 35.85%-13.7pp | 134.42%-112.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $1,771 | $2,378-25.5% | $4,818-63.2% | $2,588-31.5% |
| Participant deferral / active EE | $3,410 | $2,917+16.9% | $5,680-40.0% | $4,289-20.5% |
| Admin fee / account holder | $154 | $1,261-87.8% | $13,210-98.8% | $1,587-90.3% |