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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,997 |
GRANT THORNTON LLP3+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $16,800 |
ADP BROKER-DEALER3+ 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 | $160,090 | $46,173+246.7% | $170,442-6.1% | $69,631+129.9% |
| Participation rate | 94.5% | 63.9%+30.6pp | 83.6%+10.9pp | 70.7%+23.8pp |
| Annual return | 16.77% | 21.62%-4.9pp | 205.93%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,900 | $1,610+18.0% | $5,433-65.0% | $2,032-6.5% |
| Participant deferral / active EE | $3,294 | $2,080+58.3% | $4,939-33.3% | $3,224+2.2% |
| Admin fee / account holder | $64 | $116-45.1% | $13,880-99.5% | $110-42.3% |