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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,503 |
ADP BROKER-DEALER4 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 | $39,701 | $81,233-51.1% | $155,567-74.5% | $80,874-50.9% |
| Participation rate | 98.7% | 66.2%+32.4pp | 78.2%+20.5pp | 67.6%+31.0pp |
| Annual return | 14.38% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,452 | $3,101-53.2% | $4,674-68.9% | $2,756-47.3% |
| Participant deferral / active EE | $3,777 | $3,452+9.4% | $5,628-32.9% | $4,297-12.1% |
| Admin fee / account holder | $30 | $7,998-99.6% | $15,916-99.8% | $6,935-99.6% |