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 | $39,522 |
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 | $10,738 | $34,934-69.3% | $56,411-81.0% | $74,495-85.6% |
| Participation rate | 92.6% | 32.8%+59.8pp | 52.5%+40.2pp | 67.2%+25.4pp |
| Annual return | 12.86% | 25.94%-13.1pp | 1701.33%-1688.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,550 | $609+154.4% | $1,039+49.2% | $2,623-40.9% |
| Participant deferral / active EE | $2,371 | $1,170+102.6% | $1,952+21.5% | $4,346-45.4% |
| Admin fee / account holder | $223 | $2,364-90.6% | $2,829-92.1% | $1,942-88.5% |