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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,365 |
ADP BROKER-DEALER5+ 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 | $60,925 | $65,376-6.8% | $87,100-30.1% | $65,185-6.5% |
| Participation rate | 98.8% | 75.3%+23.4pp | 76.9%+21.9pp | 70.2%+28.6pp |
| Annual return | 21.72% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $4,992 | $1,822+173.9% | $2,521+98.0% | $2,177+129.3% |
| Participant deferral / active EE | $4,122 | $3,388+21.6% | $4,049+1.8% | $3,514+17.3% |
| Admin fee / account holder | $17 | $520-96.7% | $7,497-99.8% | $847-98.0% |