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 8-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,232 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,949 | $62,132-71.1% | $185,823-90.3% | $73,488-75.6% |
| Participation rate | 93.7% | 67.8%+25.9pp | 78.0%+15.7pp | 70.7%+23.0pp |
| Annual return | 19.84% | 20.44%-0.6pp | 35.95%-16.1pp | 28.51%-8.7pp |
| Employer contribution / active EE | $549 | $1,681-67.4% | $4,087-86.6% | $2,270-75.8% |
| Participant deferral / active EE | $2,596 | $3,711-30.1% | $5,632-53.9% | $3,740-30.6% |
| Admin fee / account holder | $156 | $419-62.6% | $9,500-98.4% | $513-69.5% |