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 9-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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,534 |
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 | $24,346 | $71,050-65.7% | $93,606-74.0% | $80,856-69.9% |
| Participation rate | 95.3% | 60.4%+34.9pp | 68.7%+26.6pp | 67.6%+27.7pp |
| Annual return | 12.79% | 11.26%+1.5pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,011 | $1,564+28.6% | $2,420-16.9% | $2,755-27.0% |
| Participant deferral / active EE | $3,794 | $4,034-5.9% | $4,411-14.0% | $4,296-11.7% |
| Admin fee / account holder | $91 | $6,945-98.7% | $8,285-98.9% | $6,918-98.7% |