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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,896 |
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 | $7,384 | $20,316-63.7% | $66,042-88.8% | $74,304-90.1% |
| Participation rate | 95.8% | 62.8%+33.0pp | 67.5%+28.3pp | 60.3%+35.4pp |
| Annual return | 16.84% | 28.10%-11.3pp | 52.11%-35.3pp | 29.43%-12.6pp |
| Employer contribution / active EE | $813 | $745+9.2% | $1,579-48.5% | $2,241-63.7% |
| Participant deferral / active EE | $1,976 | $1,615+22.3% | $2,835-30.3% | $3,767-47.6% |
| Admin fee / account holder | $106 | $1,668-93.6% | $5,747-98.2% | $2,969-96.4% |