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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $490 |
ADP BROKER-DEALER3+ 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 | $195,962 | $100,041+95.9% | $149,718+30.9% | $70,131+179.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.68% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.5pp |
| Employer contribution / active EE | $10,604 | $3,662+189.6% | $5,445+94.8% | $2,342+352.7% |
| Participant deferral / active EE | $13,326 | $4,983+167.5% | $6,569+102.9% | $3,332+300.0% |
| Admin fee / account holder | $5 | $8,286-99.9% | $11,283-100.0% | $4,645-99.9% |