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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,547 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,170 |
ADP BROKER-DEALER7+ 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 | $90,083 | $84,936+6.1% | $111,297-19.1% | $79,386+13.5% |
| Participation rate | 94.0% | 75.9%+18.1pp | 77.3%+16.7pp | 70.7%+23.3pp |
| Annual return | 12.72% | 17.45%-4.7pp | 54.65%-41.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,678 | $1,979-15.2% | $2,731-38.5% | $2,427-30.9% |
| Participant deferral / active EE | $3,890 | $3,888+0.1% | $4,487-13.3% | $4,046-3.8% |
| Admin fee / account holder | $240 | $537-55.3% | $7,964-97.0% | $626-61.7% |