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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,761 |
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 | $61,093 | $79,428-23.1% | $106,548-42.7% | $79,386-23.0% |
| Participation rate | 98.9% | 74.1%+24.8pp | 76.1%+22.8pp | 70.7%+28.2pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $8,127 | $2,234+263.8% | $2,819+188.3% | $2,427+234.8% |
| Participant deferral / active EE | $15,890 | $3,823+315.7% | $4,398+261.3% | $4,046+292.8% |
| Admin fee / account holder | $9 | $523-98.3% | $7,407-99.9% | $626-98.6% |