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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,152 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $39,296 | $95,416-58.8% | $185,823-78.9% | $85,850-54.2% |
| Participation rate | 96.4% | 68.8%+27.6pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 14.21% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,479 | $3,314-55.4% | $5,167-71.4% | $2,565-42.4% |
| Participant deferral / active EE | $9,410 | $3,423+174.9% | $5,568+69.0% | $3,952+138.1% |
| Admin fee / account holder | $7 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |