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 | $37,071 |
Service code 15 · EIN 06-1459306 | Recordkeeping | $16,446 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,240 | $100,801-78.9% | $149,696-85.8% | $73,409-71.1% |
| Participation rate | 88.4% | 77.7%+10.7pp | 82.5%+5.9pp | 72.2%+16.2pp |
| Annual return | 15.82% | 265.34%-249.5pp | 276.60%-260.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,477 | $3,312-55.4% | $4,644-68.2% | $2,234-33.9% |
| Participant deferral / active EE | $2,693 | $6,404-57.9% | $6,842-60.6% | $3,805-29.2% |
| Admin fee / account holder | $100 | $181-44.8% | $9,309-98.9% | $158-36.8% |