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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,723 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $34,874 | $73,360-52.5% | $177,989-80.4% | $74,495-53.2% |
| Participation rate | 86.3% | 66.6%+19.7pp | 77.1%+9.2pp | 67.2%+19.1pp |
| Annual return | 36.61% | 17.49%+19.1pp | 294.48%-257.9pp | 1364.94%-1328.3pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,486 | $4,513+88.0% | $6,276+35.2% | $4,346+95.3% |
| Admin fee / account holder | $30 | $1,808-98.3% | $10,363-99.7% | $1,942-98.5% |