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 | $4,565 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,067 | $78,422-46.4% | $95,952-56.2% | $79,858-47.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.88% | 19.37%-10.5pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $855 | $1,945-56.0% | $2,541-66.3% | $2,471-65.4% |
| Participant deferral / active EE | $1,755 | $3,440-49.0% | $4,167-57.9% | $3,740-53.1% |
| Admin fee / account holder | $74 | $5,622-98.7% | $6,795-98.9% | $5,306-98.6% |