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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,401 |
ADP BROKER-DEALER6+ 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 | $159,237 | $73,638+116.2% | $95,952+66.0% | $73,488+116.7% |
| Participation rate | 77.6% | 76.2%+1.4pp | 77.1%+0.5pp | 70.7%+6.9pp |
| Annual return | 22.41% | 16.78%+5.6pp | 91.61%-69.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $1,988 | $1,863+6.7% | $2,541-21.7% | $2,270-12.4% |
| Participant deferral / active EE | $7,605 | $3,617+110.3% | $4,167+82.5% | $3,740+103.4% |
| Admin fee / account holder | $162 | $482-66.3% | $6,795-97.6% | $513-68.4% |