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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,970 |
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 | $13,641 | $29,660-54.0% | $56,411-75.8% | $80,856-83.1% |
| Participation rate | 94.8% | 41.6%+53.2pp | 52.5%+42.4pp | 67.6%+27.2pp |
| Annual return | 10.94% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $438 | $669-34.5% | $1,039-57.8% | $2,755-84.1% |
| Participant deferral / active EE | $2,385 | $1,226+94.5% | $1,952+22.2% | $4,296-44.5% |
| Admin fee / account holder | $29 | $2,428-98.8% | $2,829-99.0% | $6,918-99.6% |