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 | $5,450 |
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 | $180,726 | $52,293+245.6% | $178,490+1.3% | $73,409+146.2% |
| Participation rate | 99.3% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.1pp |
| Annual return | 18.42% | 34.75%-16.3pp | 151.07%-132.7pp | 59.29%-40.9pp |
| Employer contribution / active EE | $7,294 | $1,735+320.3% | $5,011+45.6% | $2,234+226.5% |
| Participant deferral / active EE | $5,713 | $2,332+144.9% | $5,202+9.8% | $3,805+50.1% |
| Admin fee / account holder | $11 | $127-91.6% | $13,984-99.9% | $158-93.2% |