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 |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $18,414 |
Service code 15 · EIN 52-2115462 | Recordkeeping | $5,926 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,003 |
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 | $118,557 | $64,348+84.2% | $90,160+31.5% | $70,131+69.1% |
| Participation rate | 77.5% | 70.4%+7.1pp | 76.9%+0.6pp | 69.5%+8.0pp |
| Annual return | 20.24% | 28.13%-7.9pp | 34.88%-14.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,467 | $2,046+118.4% | $3,318+34.6% | $2,342+90.7% |
| Participant deferral / active EE | $9,376 | $4,389+113.6% | $5,288+77.3% | $3,332+181.4% |
| Admin fee / account holder | $297 | $3,944-92.5% | $5,943-95.0% | $4,645-93.6% |