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 4-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 | $16,663 |
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 | $30,330 | $91,407-66.8% | $135,903-77.7% | $71,457-57.6% |
| Participation rate | 77.7% | 75.7%+2.0pp | 81.9%-4.2pp | 67.9%+9.8pp |
| Annual return | 24.14% | 29.90%-5.8pp | 68.23%-44.1pp | 28.85%-4.7pp |
| Employer contribution / active EE | $3,169 | $3,703-14.4% | $4,856-34.7% | $2,588+22.5% |
| Participant deferral / active EE | $7,717 | $7,092+8.8% | $7,758-0.5% | $4,289+79.9% |
| Admin fee / account holder | $128 | $1,266-89.9% | $10,762-98.8% | $1,587-91.9% |