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 7-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-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $7,643 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,470 |
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 | $18,100 | $31,310-42.2% | $53,898-66.4% | $74,304-75.6% |
| Participation rate | 82.4% | 30.7%+51.8pp | 55.0%+27.5pp | 60.3%+22.1pp |
| Annual return | 17.48% | 23.16%-5.7pp | 528.60%-511.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $842 | $450+87.2% | $932-9.7% | $2,241-62.4% |
| Participant deferral / active EE | $2,922 | $934+212.8% | $1,826+60.0% | $3,767-22.4% |
| Admin fee / account holder | $149 | $2,175-93.2% | $2,491-94.0% | $2,969-95.0% |