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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,966 |
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 | $16,174 | $49,915-67.6% | $154,803-89.6% | $74,304-78.2% |
| Participation rate | 70.2% | 54.0%+16.3pp | 78.1%-7.8pp | 60.3%+9.9pp |
| Annual return | 22.31% | 34.06%-11.7pp | 58.88%-36.6pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,198 | $1,611-25.7% | $4,305-72.2% | $2,241-46.6% |
| Participant deferral / active EE | $1,593 | $2,255-29.3% | $5,540-71.2% | $3,767-57.7% |
| Admin fee / account holder | $98 | $2,189-95.5% | $14,329-99.3% | $2,969-96.7% |