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 6-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 | $11,455 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $10,373 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $7,050 | $27,839-74.7% | $58,482-87.9% | $71,457-90.1% |
| Participation rate | 89.2% | 34.5%+54.7pp | 50.9%+38.3pp | 67.9%+21.3pp |
| Annual return | 22.68% | 26.81%-4.1pp | 4239.32%-4216.6pp | 28.85%-6.2pp |
| Employer contribution / active EE | $1,369 | $631+117.1% | $1,053+30.0% | $2,588-47.1% |
| Participant deferral / active EE | $2,908 | $1,206+141.1% | $1,924+51.2% | $4,289-32.2% |
| Admin fee / account holder | $66 | $1,641-96.0% | $2,516-97.4% | $1,587-95.8% |