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 10-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,100 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,461 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $15,584 | $44,960-65.3% | $84,966-81.7% | $74,495-79.1% |
| Participation rate | 77.3% | 49.4%+28.0pp | 67.5%+9.8pp | 67.2%+10.1pp |
| Annual return | 14.93% | 26.24%-11.3pp | 66.38%-51.5pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,463 | $1,457+0.4% | $2,727-46.4% | $2,623-44.2% |
| Participant deferral / active EE | $2,690 | $2,731-1.5% | $4,519-40.5% | $4,346-38.1% |
| Admin fee / account holder | $98 | $2,209-95.6% | $6,149-98.4% | $1,942-94.9% |