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 3-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,433 |
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 | $7,066 | $27,839-74.6% | $58,482-87.9% | $71,457-90.1% |
| Participation rate | 90.5% | 34.5%+55.9pp | 50.9%+39.6pp | 67.9%+22.6pp |
| Annual return | 22.79% | 26.81%-4.0pp | 4239.32%-4216.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,100 | $631+74.4% | $1,053+4.4% | $2,588-57.5% |
| Participant deferral / active EE | $1,658 | $1,206+37.5% | $1,924-13.8% | $4,289-61.3% |
| Admin fee / account holder | $184 | $1,641-88.8% | $2,516-92.7% | $1,587-88.4% |