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 | $1,010 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,670 | $122,239-50.4% | $184,200-67.1% | $74,546-18.6% |
| Participation rate | 74.3% | 85.5%-11.2pp | 86.8%-12.5pp | 67.2%+7.1pp |
| Annual return | 13.65% | 19.95%-6.3pp | 28.80%-15.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,941 | $4,537-57.2% | $6,424-69.8% | $2,624-26.0% |
| Participant deferral / active EE | $3,991 | $7,139-44.1% | $9,132-56.3% | $4,347-8.2% |
| Admin fee / account holder | $390 | $1,260-69.0% | $13,907-97.2% | $1,944-79.9% |