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 5-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 | $13,395 |
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 | $3,369 | $20,316-83.4% | $66,042-94.9% | $74,304-95.5% |
| Participation rate | 84.1% | 62.8%+21.4pp | 67.5%+16.6pp | 60.3%+23.8pp |
| Annual return | 14.05% | 28.10%-14.1pp | 52.11%-38.1pp | 29.43%-15.4pp |
| Employer contribution / active EE | $886 | $745+19.0% | $1,579-43.9% | $2,241-60.5% |
| Participant deferral / active EE | $1,458 | $1,615-9.7% | $2,835-48.6% | $3,767-61.3% |
| Admin fee / account holder | $48 | $1,668-97.1% | $5,747-99.2% | $2,969-98.4% |