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 | $110 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $338,272 | $123,793+173.3% | $177,821+90.2% | $79,858+323.6% |
| Participation rate | 89.4% | 84.7%+4.7pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 15.23% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $8,203 | $4,095+100.3% | $5,918+38.6% | $2,471+232.0% |
| Participant deferral / active EE | $12,870 | $5,956+116.1% | $7,714+66.8% | $3,740+244.1% |
| Admin fee / account holder | $1 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |