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 9-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 | $9,256 |
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 | $28,548 | $56,317-49.3% | $71,209-59.9% | $74,304-61.6% |
| Participation rate | 98.0% | 55.1%+42.8pp | 73.8%+24.2pp | 60.3%+37.6pp |
| Annual return | 18.44% | 42.83%-24.4pp | 282.51%-264.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $6,916 | $2,160+220.2% | $2,721+154.2% | $2,241+208.6% |
| Participant deferral / active EE | $1,852 | $2,788-33.6% | $4,175-55.6% | $3,767-50.8% |
| Admin fee / account holder | $59 | $2,290-97.4% | $5,349-98.9% | $2,969-98.0% |