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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,628 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,759 |
ADP BROKER-DEALER4+ 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 | $69,704 | $39,948+74.5% | $89,391-22.0% | $73,409-5.0% |
| Participation rate | 98.8% | 50.4%+48.4pp | 68.0%+30.8pp | 72.2%+26.6pp |
| Annual return | 17.19% | 50.12%-32.9pp | 245.62%-228.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $214 | $1,200-82.1% | $2,586-91.7% | $2,234-90.4% |
| Participant deferral / active EE | $4,084 | $2,193+86.2% | $3,890+5.0% | $3,805+7.3% |
| Admin fee / account holder | $142 | $134+5.6% | $4,881-97.1% | $158-10.2% |