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 | $37,794 |
RELIANCE TRUST COMPANY5+ years Filed as: RELIANCE TRUST-TRUSTEE Service code 21 | Bank Trustee | $262 |
ADP BROKER-DEALER5+ years Service code 59 | 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 | $54,282 | $40,174+35.1% | $84,015-35.4% | $67,579-19.7% |
| Participation rate | 83.6% | 62.7%+20.9pp | 69.0%+14.6pp | 71.3%+12.3pp |
| Annual return | 22.76% | 25.82%-3.1pp | 71.31%-48.5pp | 378.56%-355.8pp |
| Employer contribution / active EE | $887 | $808+9.8% | $1,983-55.3% | $2,148-58.7% |
| Participant deferral / active EE | $3,125 | $2,301+35.8% | $3,239-3.5% | $3,539-11.7% |
| Admin fee / account holder | $86 | $128-33.1% | $6,101-98.6% | $142-39.6% |