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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,164 |
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 | $24,150 | $54,517-55.7% | $75,972-68.2% | $74,495-67.6% |
| Participation rate | 92.5% | 60.3%+32.2pp | 69.1%+23.4pp | 67.2%+25.3pp |
| Annual return | 12.17% | 31.82%-19.7pp | 359.55%-347.4pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,675 | $1,777-5.7% | $2,685-37.6% | $2,623-36.1% |
| Participant deferral / active EE | $4,591 | $3,066+49.7% | $4,255+7.9% | $4,346+5.6% |
| Admin fee / account holder | $233 | $2,229-89.5% | $6,467-96.4% | $1,942-88.0% |