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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,932 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,554 | $77,314-68.2% | $177,989-86.2% | $80,856-69.6% |
| Participation rate | 89.1% | 65.7%+23.4pp | 77.1%+12.0pp | 67.6%+21.5pp |
| Annual return | 10.55% | 18.09%-7.5pp | 294.48%-283.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,127 | $2,292-7.2% | $3,949-46.1% | $2,755-22.8% |
| Participant deferral / active EE | $3,134 | $4,411-28.9% | $6,276-50.1% | $4,296-27.0% |
| Admin fee / account holder | $39 | $7,191-99.5% | $10,363-99.6% | $6,918-99.4% |