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 4-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 | $45,954 |
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 | $15,465 | $45,031-65.7% | $84,966-81.8% | $77,643-80.1% |
| Participation rate | 95.1% | 48.7%+46.4pp | 67.5%+27.6pp | 70.6%+24.5pp |
| Annual return | 13.90% | 79.22%-65.3pp | 66.38%-52.5pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,358 | $1,609+46.5% | $2,727-13.5% | $2,726-13.5% |
| Participant deferral / active EE | $3,908 | $2,807+39.2% | $4,519-13.5% | $4,647-15.9% |
| Admin fee / account holder | $113 | $912-87.6% | $6,149-98.2% | $430-73.7% |