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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,917 |
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 | $37,660 | $61,272-38.5% | $149,673-74.8% | $71,457-47.3% |
| Participation rate | 88.3% | 62.5%+25.8pp | 78.8%+9.6pp | 67.9%+20.4pp |
| Annual return | 0.00% | 35.85%-35.8pp | 134.42%-134.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,928 | $2,378-18.9% | $4,818-60.0% | $2,588-25.5% |
| Participant deferral / active EE | $9,194 | $2,917+215.2% | $5,680+61.9% | $4,289+114.4% |
| Admin fee / account holder | $63 | $1,261-95.0% | $13,210-99.5% | $1,587-96.0% |