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 | $59,417-38.3% | $93,606-60.8% | $74,495-50.8% |
| Participation rate | 95.5% | 59.7%+35.9pp | 68.7%+26.8pp | 67.2%+28.3pp |
| Annual return | 15.37% | 81.83%-66.5pp | 133.20%-117.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,445 | $1,264+251.8% | $2,420+83.7% | $2,623+69.5% |
| Participant deferral / active EE | $5,412 | $3,050+77.4% | $4,411+22.7% | $4,346+24.5% |
| Admin fee / account holder | $257 | $3,021-91.5% | $8,285-96.9% | $1,942-86.8% |