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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $21,606 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,572 |
ADP BROKER-DEALER6 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 | $43,157 | $48,230-10.5% | $67,502-36.1% | $80,856-46.6% |
| Participation rate | 96.8% | 66.4%+30.5pp | 72.9%+24.0pp | 67.6%+29.2pp |
| Annual return | 14.91% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,870 | $2,020+42.1% | $2,731+5.1% | $2,755+4.2% |
| Participant deferral / active EE | $6,548 | $2,924+123.9% | $4,000+63.7% | $4,296+52.4% |
| Admin fee / account holder | $122 | $3,681-96.7% | $3,998-96.9% | $6,918-98.2% |