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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,179 |
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 | $110,884 | $66,302+67.2% | $110,238+0.6% | $56,287+97.0% |
| Participation rate | 84.2% | 74.9%+9.3pp | 79.8%+4.4pp | 69.9%+14.3pp |
| Annual return | -4.11% | -1.18%-2.9pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,032 | $2,047+48.1% | $3,826-20.8% | $2,111+43.6% |
| Participant deferral / active EE | $7,859 | $3,381+132.4% | $4,672+68.2% | $3,350+134.6% |
| Admin fee / account holder | $72 | $698-89.7% | $8,547-99.2% | $521-86.1% |