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 5-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 13-5674085 | Recordkeeping | $31,249 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,212 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $36,661 | $59,402-38.3% | $93,654-60.9% | $74,546-50.8% |
| Participation rate | 95.5% | 59.7%+35.9pp | 68.7%+26.8pp | 67.2%+28.3pp |
| Annual return | 15.37% | 81.86%-66.5pp | 133.34%-118.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $4,445 | $1,265+251.5% | $2,421+83.6% | $2,624+69.4% |
| Participant deferral / active EE | $5,412 | $3,049+77.5% | $4,413+22.6% | $4,347+24.5% |
| Admin fee / account holder | $257 | $3,023-91.5% | $8,282-96.9% | $1,944-86.8% |