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 4-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 | $3,597 |
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 | $57,579 | $102,382-43.8% | $147,005-60.8% | $80,874-28.8% |
| Participation rate | 85.9% | 75.8%+10.0pp | 82.2%+3.7pp | 67.6%+18.2pp |
| Annual return | 24.18% | 134.89%-110.7pp | 418.76%-394.6pp | 35.62%-11.4pp |
| Employer contribution / active EE | $7,575 | $3,715+103.9% | $4,934+53.5% | $2,756+174.9% |
| Participant deferral / active EE | $13,523 | $6,646+103.5% | $8,070+67.6% | $4,297+214.7% |
| Admin fee / account holder | $31 | $7,942-99.6% | $13,006-99.8% | $6,935-99.6% |