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 | $670 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $55,717 | $72,114-22.7% | $108,745-48.8% | $62,891-11.4% |
| Participation rate | 79.5% | 74.6%+4.9pp | 77.7%+1.8pp | 69.3%+10.2pp |
| Annual return | 6.84% | 13.41%-6.6pp | 46.22%-39.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $238 | $2,694-91.2% | $3,323-92.8% | $2,281-89.6% |
| Participant deferral / active EE | $5,037 | $4,044+24.5% | $5,121-1.7% | $3,203+57.2% |
| Admin fee / account holder | $6 | $4,608-99.9% | $6,144-99.9% | $4,296-99.9% |