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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,927 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,665 | $44,984-51.8% | $85,009-74.5% | $74,546-70.9% |
| Participation rate | 94.5% | 49.4%+45.1pp | 67.5%+27.0pp | 67.2%+27.3pp |
| Annual return | 10.85% | 26.25%-15.4pp | 66.47%-55.6pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $3,338 | $1,458+128.9% | $2,728+22.3% | $2,624+27.2% |
| Participant deferral / active EE | $1,534 | $2,733-43.9% | $4,522-66.1% | $4,347-64.7% |
| Admin fee / account holder | $125 | $2,208-94.4% | $6,153-98.0% | $1,944-93.6% |