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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,013 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | 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 | $29,905 | $54,320-44.9% | $67,652-55.8% | $52,331-42.9% |
| Participation rate | 90.2% | 73.6%+16.6pp | 75.7%+14.5pp | 68.1%+22.1pp |
| Annual return | -0.01% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,246 | $1,544+45.5% | $2,266-0.8% | $1,882+19.4% |
| Participant deferral / active EE | $2,908 | $2,950-1.4% | $3,560-18.3% | $3,022-3.8% |
| Admin fee / account holder | $31 | $527-94.2% | $4,821-99.4% | $592-94.8% |