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 | $2,200 |
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 | $79,434 | $58,726+35.3% | $92,233-13.9% | $62,292+27.5% |
| Participation rate | 92.5% | 68.3%+24.2pp | 76.5%+16.0pp | 69.5%+23.0pp |
| Annual return | 33.20% | 43.62%-10.4pp | 176.28%-143.1pp | 28.90%+4.3pp |
| Employer contribution / active EE | $7,332 | $2,392+206.6% | $3,679+99.3% | $2,042+259.0% |
| Participant deferral / active EE | $7,512 | $2,766+171.6% | $3,897+92.8% | $3,169+137.0% |
| Admin fee / account holder | $10 | $556-98.2% | $5,194-99.8% | $479-97.9% |