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 | $28,971 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $104,850 | $58,577+79.0% | $83,333+25.8% | $64,186+63.4% |
| Participation rate | 77.9% | 72.0%+5.9pp | 77.8%+0.1pp | 69.6%+8.3pp |
| Annual return | -1.68% | 9.65%-11.3pp | 10.63%-12.3pp | 7.63%-9.3pp |
| Employer contribution / active EE | $5,645 | $2,098+169.0% | $3,379+67.1% | $2,381+137.1% |
| Participant deferral / active EE | $11,393 | $4,654+144.8% | $5,565+104.7% | $3,470+228.4% |
| Admin fee / account holder | $277 | $9,275-97.0% | $7,510-96.3% | $4,888-94.3% |