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 6-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,833 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 15 · EIN 87-4130828 | Recordkeeping | $8,823 |
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 | $26,658 | $59,101-54.9% | $77,163-65.5% | $75,163-64.5% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | 13.68% | 26.71%-13.0pp | 37.87%-24.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,429 | $1,995+21.8% | $2,535-4.2% | $2,670-9.0% |
| Participant deferral / active EE | $2,681 | $2,999-10.6% | $3,833-30.1% | $4,125-35.0% |
| Admin fee / account holder | $276 | $4,774-94.2% | $5,472-95.0% | $5,651-95.1% |