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 | $33,352 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $107,934 | $98,982+9.0% | $162,163-33.4% | $65,185+65.6% |
| Participation rate | 88.1% | 85.8%+2.3pp | 87.6%+0.5pp | 70.2%+17.9pp |
| Annual return | 26.83% | 24.84%+2.0pp | 115.59%-88.8pp | 29.38%-2.6pp |
| Employer contribution / active EE | $2,074 | $3,467-40.2% | $5,614-63.1% | $2,177-4.7% |
| Participant deferral / active EE | $12,262 | $5,384+127.7% | $7,298+68.0% | $3,514+249.0% |
| Admin fee / account holder | $156 | $596-73.8% | $10,843-98.6% | $847-81.5% |