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 | $9,867 |
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 | $160,120 | $81,474+96.5% | $133,956+19.5% | $73,488+117.9% |
| Participation rate | 88.0% | 76.4%+11.6pp | 79.8%+8.2pp | 70.7%+17.3pp |
| Annual return | 21.04% | 19.40%+1.6pp | 45.09%-24.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $4,333 | $2,209+96.1% | $3,919+10.6% | $2,270+90.9% |
| Participant deferral / active EE | $9,033 | $3,786+138.6% | $5,048+79.0% | $3,740+141.6% |
| Admin fee / account holder | $70 | $713-90.2% | $8,927-99.2% | $513-86.4% |