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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 255 EXECUTIVE DR STE. 305 · PLAINVIEW, NY 11803 | 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 | $59,330 | $35,183+68.6% | $73,545-19.3% | $70,131-15.4% |
| Participation rate | 86.8% | 42.9%+43.9pp | 54.9%+31.9pp | 69.5%+17.3pp |
| Annual return | 23.62% | 26.90%-3.3pp | -15.16%+38.8pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,581 | $709+123.1% | $1,219+29.7% | $2,342-32.5% |
| Participant deferral / active EE | $3,952 | $1,220+224.0% | $1,806+118.8% | $3,332+18.6% |
| Admin fee / account holder | $5 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |