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 | $10,372 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,577 |
ADP BROKER-DEALER2 years 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 | $21,297 | $48,750-56.3% | $88,946-76.1% | $74,304-71.3% |
| Participation rate | 75.5% | 44.5%+31.0pp | 68.8%+6.6pp | 60.3%+15.1pp |
| Annual return | 16.49% | 25.91%-9.4pp | 57.82%-41.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,667 | $1,255+32.8% | $2,555-34.8% | $2,241-25.6% |
| Participant deferral / active EE | $3,202 | $2,423+32.2% | $4,581-30.1% | $3,767-15.0% |
| Admin fee / account holder | $109 | $3,756-97.1% | $8,261-98.7% | $2,969-96.3% |