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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,865 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $134,787 | $65,376+106.2% | $87,100+54.7% | $65,185+106.8% |
| Participation rate | 74.8% | 75.3%-0.5pp | 76.9%-2.0pp | 70.2%+4.6pp |
| Annual return | 26.11% | 31.27%-5.2pp | 28.19%-2.1pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,773 | $1,822-2.7% | $2,521-29.7% | $2,177-18.5% |
| Participant deferral / active EE | $6,078 | $3,388+79.4% | $4,049+50.1% | $3,514+73.0% |
| Admin fee / account holder | $103 | $520-80.1% | $7,497-98.6% | $847-87.8% |