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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,120 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,704 | $42,383-77.1% | $76,523-87.3% | $64,186-84.9% |
| Participation rate | 82.4% | 58.1%+24.2pp | 68.0%+14.4pp | 69.6%+12.8pp |
| Annual return | -63.66% | -16.54%-47.1pp | -0.27%-63.4pp | 7.63%-71.3pp |
| Employer contribution / active EE | $3,917 | $1,563+150.6% | $2,647+48.0% | $2,381+64.5% |
| Participant deferral / active EE | $5,891 | $2,566+129.5% | $3,835+53.6% | $3,470+69.8% |
| Admin fee / account holder | $38 | $3,198-98.8% | $4,848-99.2% | $4,888-99.2% |