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 7-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,894 |
401K ADVISORS INC5 years Service code 15 · EIN 33-0905143 | Recordkeeping | $11,776 |
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 | $23,336 | $73,397-68.2% | $178,014-86.9% | $74,546-68.7% |
| Participation rate | 84.1% | 66.6%+17.5pp | 77.1%+7.0pp | 67.2%+16.9pp |
| Annual return | 20.08% | 17.49%+2.6pp | 294.80%-274.7pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $997 | $2,217-55.0% | $3,950-74.8% | $2,624-62.0% |
| Participant deferral / active EE | $2,448 | $4,512-45.7% | $6,276-61.0% | $4,347-43.7% |
| Admin fee / account holder | $193 | $1,809-89.3% | $10,362-98.1% | $1,944-90.1% |