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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,115 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 12610 NOKESVILLE RD · NOKESVILLE, VA 20181 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $78,079 | $89,355-12.6% | $141,162-44.7% | $72,985+7.0% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.5%-11.9pp | 69.5%+1.1pp |
| Annual return | 60.08% | 111.85%-51.8pp | 71.39%-11.3pp | 81.00%-20.9pp |
| Employer contribution / active EE | $2,809 | $3,114-9.8% | $4,735-40.7% | $2,440+15.1% |
| Participant deferral / active EE | $6,959 | $5,418+28.4% | $6,709+3.7% | $3,607+92.9% |
| Admin fee / account holder | $20 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |