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 7-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,079 |
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 | $116,069 | $58,083+99.8% | $80,019+45.1% | $56,287+106.2% |
| Participation rate | 98.0% | 73.6%+24.4pp | 75.8%+22.2pp | 69.9%+28.2pp |
| Annual return | -5.45% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,927 | $1,932+206.8% | $2,468+140.2% | $2,111+180.8% |
| Participant deferral / active EE | $10,068 | $3,135+221.1% | $3,686+173.2% | $3,350+200.5% |
| Admin fee / account holder | $253 | $623-59.4% | $6,521-96.1% | $521-51.5% |