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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $195 |
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 | $32,227 | $102,382-68.5% | $147,005-78.1% | $80,874-60.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 14.55% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,384 | $3,715-35.8% | $4,934-51.7% | $2,756-13.5% |
| Participant deferral / active EE | $6,238 | $6,646-6.1% | $8,070-22.7% | $4,297+45.2% |
| Admin fee / account holder | $164 | $7,942-97.9% | $13,006-98.7% | $6,935-97.6% |