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 | $5,454 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $37,869 | $87,013-56.5% | $106,213-64.3% | $80,856-53.2% |
| Participation rate | 89.2% | 70.4%+18.7pp | 75.3%+13.9pp | 67.6%+21.5pp |
| Annual return | 10.21% | 17.05%-6.8pp | 116.14%-105.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,279 | $2,395-46.6% | $3,171-59.7% | $2,755-53.6% |
| Participant deferral / active EE | $1,850 | $3,986-53.6% | $5,016-63.1% | $4,296-56.9% |
| Admin fee / account holder | $57 | $8,431-99.3% | $11,033-99.5% | $6,918-99.2% |