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 | $2,527 |
ADP BROKER-DEALER2+ 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 | $91,640 | $56,629+61.8% | $77,999+17.5% | $55,167+66.1% |
| Participation rate | 82.4% | 73.3%+9.1pp | 75.5%+6.9pp | 69.0%+13.4pp |
| Annual return | 7.39% | 2866.98%-2859.6pp | 425.96%-418.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,204 | $1,723+27.9% | $2,470-10.8% | $1,963+12.3% |
| Participant deferral / active EE | $4,548 | $2,777+63.8% | $3,497+30.1% | $3,054+48.9% |
| Admin fee / account holder | $21 | $467-95.5% | $5,480-99.6% | $504-95.8% |