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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,750 |
ADP BROKER-DEALER3+ 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 | $18,746 | $31,424-40.3% | $81,478-77.0% | $69,631-73.1% |
| Participation rate | 82.2% | 50.8%+31.4pp | 68.0%+14.3pp | 70.7%+11.5pp |
| Annual return | 23.97% | 22.44%+1.5pp | 38.78%-14.8pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $1,509 | $1,029+46.6% | $2,568-41.2% | $2,032-25.7% |
| Participant deferral / active EE | $2,348 | $1,838+27.7% | $3,537-33.6% | $3,224-27.2% |
| Admin fee / account holder | $18 | $103-82.3% | $4,561-99.6% | $110-83.6% |