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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,869 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $6,345 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $47,279 | $42,548+11.1% | $74,550-36.6% | $56,287-16.0% |
| Participation rate | 85.0% | 60.5%+24.6pp | 69.1%+15.9pp | 69.9%+15.2pp |
| Annual return | -6.65% | 12.40%-19.1pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,809 | $855+228.5% | $1,961+43.2% | $2,111+33.0% |
| Participant deferral / active EE | $4,746 | $2,277+108.4% | $3,108+52.7% | $3,350+41.7% |
| Admin fee / account holder | $163 | $467-65.0% | $5,060-96.8% | $521-68.6% |