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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,655 |
AMERICAN FUNDS1 year Filed as: CAPITAL ASSET ADVISORY SERVICES Service code 15 · EIN 38-3470125 | Recordkeeping | $10,590 |
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 | $15,282 | $55,472-72.5% | $155,567-90.2% | $74,546-79.5% |
| Participation rate | 90.1% | 61.9%+28.2pp | 78.2%+11.9pp | 67.2%+22.9pp |
| Annual return | 11.20% | 268.72%-257.5pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,029 | $2,269-54.6% | $4,674-78.0% | $2,624-60.8% |
| Participant deferral / active EE | $2,178 | $2,838-23.2% | $5,628-61.3% | $4,347-49.9% |
| Admin fee / account holder | $159 | $1,743-90.9% | $15,916-99.0% | $1,944-91.8% |