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 10-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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $28,964 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,415 |
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 | $37,476 | $86,286-56.6% | $111,297-66.3% | $85,850-56.3% |
| Participation rate | 94.9% | 73.3%+21.6pp | 77.3%+17.6pp | 69.3%+25.6pp |
| Annual return | 16.02% | 19.99%-4.0pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $3,641 | $2,043+78.2% | $2,731+33.3% | $2,565+41.9% |
| Participant deferral / active EE | $6,835 | $3,641+87.8% | $4,487+52.3% | $3,952+73.0% |
| Admin fee / account holder | $234 | $8,188-97.1% | $7,964-97.1% | $6,260-96.3% |