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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,525 |
BERGIN ROBERTS & CO, LLC1 year Service code 15 · EIN 26-4567336 | Recordkeeping | $14,666 |
ADP BROKER-DEALER1 year 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 | $82,330 | $80,177+2.7% | $123,892-33.5% | $57,658+42.8% |
| Participation rate | 89.9% | 74.4%+15.5pp | 81.4%+8.5pp | 70.2%+19.7pp |
| Annual return | 8.10% | 17.90%-9.8pp | 47.52%-39.4pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,605 | $2,913-44.9% | $4,617-65.2% | $1,974-18.7% |
| Participant deferral / active EE | $5,312 | $5,130+3.5% | $5,984-11.2% | $3,061+73.6% |
| Admin fee / account holder | $198 | $106+86.6% | $8,357-97.6% | $95+109.8% |