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 | $2,969 |
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 | $12,051 | $27,915-56.8% | $58,482-79.4% | $75,163-84.0% |
| Participation rate | 91.7% | 38.8%+52.8pp | 50.9%+40.8pp | 67.2%+24.5pp |
| Annual return | 15.70% | 44.20%-28.5pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $390 | $669-41.6% | $1,053-62.9% | $2,670-85.4% |
| Participant deferral / active EE | $2,084 | $1,201+73.4% | $1,924+8.3% | $4,125-49.5% |
| Admin fee / account holder | $29 | $1,726-98.3% | $2,516-98.8% | $5,651-99.5% |