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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,879 |
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 | $11,334 | $34,934-67.6% | $56,411-79.9% | $74,495-84.8% |
| Participation rate | 93.1% | 32.8%+60.3pp | 52.5%+40.7pp | 67.2%+25.9pp |
| Annual return | 25.80% | 25.94%-0.1pp | 1701.33%-1675.5pp | 1364.94%-1339.1pp |
| Employer contribution / active EE | $1,382 | $609+126.9% | $1,039+33.0% | $2,623-47.3% |
| Participant deferral / active EE | $2,185 | $1,170+86.7% | $1,952+11.9% | $4,346-49.7% |
| Admin fee / account holder | $232 | $2,364-90.2% | $2,829-91.8% | $1,942-88.0% |