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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,889 |
ADP BROKER-DEALER3+ 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 | $106,626 | $71,192+49.8% | $117,854-9.5% | $62,292+71.2% |
| Participation rate | 88.1% | 74.2%+13.9pp | 79.7%+8.5pp | 69.5%+18.6pp |
| Annual return | 20.98% | 18.66%+2.3pp | 335.08%-314.1pp | 28.90%-7.9pp |
| Employer contribution / active EE | $2,759 | $1,934+42.7% | $3,786-27.1% | $2,042+35.1% |
| Participant deferral / active EE | $7,375 | $3,189+131.3% | $4,482+64.6% | $3,169+132.7% |
| Admin fee / account holder | $22 | $587-96.2% | $8,020-99.7% | $479-95.4% |