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 | $1,485 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $28,913 | $60,124-51.9% | $90,404-68.0% | $79,858-63.8% |
| Participation rate | 95.7% | 65.0%+30.7pp | 72.7%+23.0pp | 69.6%+26.1pp |
| Annual return | 21.83% | 71.94%-50.1pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,144 | $2,068+3.7% | $3,262-34.3% | $2,471-13.2% |
| Participant deferral / active EE | $6,216 | $2,938+111.6% | $3,963+56.8% | $3,740+66.2% |
| Admin fee / account holder | $9 | $3,976-99.8% | $5,611-99.8% | $5,306-99.8% |