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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,750 |
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 | $11,260 | $39,019-71.1% | $80,716-86.0% | $85,850-86.9% |
| Participation rate | 93.5% | 41.5%+52.0pp | 54.2%+39.3pp | 69.3%+24.2pp |
| Annual return | 12.85% | 26.27%-13.4pp | 87.28%-74.4pp | 318.53%-305.7pp |
| Employer contribution / active EE | $309 | $722-57.2% | $1,160-73.3% | $2,565-87.9% |
| Participant deferral / active EE | $1,490 | $1,326+12.4% | $2,146-30.6% | $3,952-62.3% |
| Admin fee / account holder | $26 | $2,431-98.9% | $3,380-99.2% | $6,260-99.6% |