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 | $2,050 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $94,449 | $51,244+84.3% | $80,975+16.6% | $55,167+71.2% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.0%+28.3pp |
| Annual return | 7.84% | 17.39%-9.6pp | 17.10%-9.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,264 | $1,770+27.9% | $3,714-39.0% | $1,963+15.4% |
| Participant deferral / active EE | $8,143 | $4,418+84.3% | $5,696+43.0% | $3,054+166.6% |
| Admin fee / account holder | $15 | $398-96.3% | $5,516-99.7% | $504-97.1% |