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 10-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 13-5674085 | Recordkeeping | $24,797 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,857 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $27,898 | $105,181-73.5% | $159,436-82.5% | $85,850-67.5% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 14.33% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,023 | $3,318-69.2% | $4,829-78.8% | $2,565-60.1% |
| Participant deferral / active EE | $8,570 | $5,945+44.2% | $7,352+16.6% | $3,952+116.9% |
| Admin fee / account holder | $155 | $6,933-97.8% | $10,799-98.6% | $6,260-97.5% |