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 8-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,735 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,997 | $48,795-75.4% | $65,493-81.7% | $84,808-85.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.27% | 20.20%-8.9pp | 982.45%-971.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,091 | $1,930+8.3% | $2,574-18.8% | $2,631-20.5% |
| Participant deferral / active EE | $1,990 | $2,928-32.1% | $3,961-49.8% | $4,212-52.8% |
| Admin fee / account holder | $236 | $3,877-93.9% | $5,028-95.3% | $7,344-96.8% |