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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,153 |
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 | $61,919 | $98,750-37.3% | $149,696-58.6% | $79,858-22.5% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.1pp |
| Annual return | 15.46% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,477 | $3,216+8.1% | $4,644-25.1% | $2,471+40.7% |
| Participant deferral / active EE | $7,140 | $5,680+25.7% | $6,842+4.4% | $3,740+90.9% |
| Admin fee / account holder | $58 | $6,053-99.0% | $9,309-99.4% | $5,306-98.9% |