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 7-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,147 |
ADP BROKER-DEALER1+ 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 | $36,643 | $73,404-50.1% | $87,100-57.9% | $67,579-45.8% |
| Participation rate | 79.7% | 80.9%-1.2pp | 76.9%+2.8pp | 71.3%+8.4pp |
| Annual return | 999.31% | 48.29%+951.0pp | 28.19%+971.1pp | 378.56%+620.8pp |
| Employer contribution / active EE | $1,266 | $2,014-37.2% | $2,521-49.8% | $2,148-41.1% |
| Participant deferral / active EE | $2,336 | $3,913-40.3% | $4,049-42.3% | $3,539-34.0% |
| Admin fee / account holder | $88 | $142-38.1% | $7,497-98.8% | $142-38.4% |