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 9-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 | $10,356 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $48,354 | $44,473+8.7% | $76,523-36.8% | $55,725-13.2% |
| Participation rate | 90.7% | 51.0%+39.7pp | 68.0%+22.7pp | 70.9%+19.9pp |
| Annual return | -5.45% | -2.01%-3.4pp | -0.27%-5.2pp | 244.93%-250.4pp |
| Employer contribution / active EE | $554 | $1,101-49.7% | $2,647-79.1% | $2,078-73.3% |
| Participant deferral / active EE | $3,919 | $1,988+97.2% | $3,835+2.2% | $3,356+16.8% |
| Admin fee / account holder | $19 | $134-86.1% | $4,848-99.6% | $115-83.8% |