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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,690 |
Service code 15 · EIN 06-1459306 | Recordkeeping | $14,495 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,868 | $88,122-77.5% | $141,162-85.9% | $67,579-70.6% |
| Participation rate | 86.6% | 76.5%+10.1pp | 82.5%+4.1pp | 71.3%+15.3pp |
| Annual return | 23.04% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,555 | $3,224-51.8% | $4,735-67.2% | $2,148-27.6% |
| Participant deferral / active EE | $2,950 | $5,958-50.5% | $6,709-56.0% | $3,539-16.6% |
| Admin fee / account holder | $105 | $131-19.5% | $10,261-99.0% | $142-26.0% |