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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,045 |
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 | $124,556 | $66,310+87.8% | $93,606+33.1% | $65,185+91.1% |
| Participation rate | 96.7% | 74.0%+22.7pp | 75.8%+20.8pp | 70.2%+26.5pp |
| Annual return | 21.82% | 42.58%-20.8pp | 32.76%-10.9pp | 29.38%-7.6pp |
| Employer contribution / active EE | $5,424 | $2,012+169.6% | $2,718+99.6% | $2,177+149.2% |
| Participant deferral / active EE | $9,082 | $3,342+171.8% | $4,069+123.2% | $3,514+158.5% |
| Admin fee / account holder | $213 | $6,897-96.9% | $7,888-97.3% | $847-74.8% |