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 3-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 | $24,992 |
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 | $25,822 | $102,382-74.8% | $147,005-82.4% | $80,874-68.1% |
| Participation rate | 86.6% | 75.8%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 15.73% | 134.89%-119.2pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,589 | $6,646+149.6% | $8,070+105.6% | $4,297+286.1% |
| Admin fee / account holder | $151 | $7,942-98.1% | $13,006-98.8% | $6,935-97.8% |