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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,272 |
ADP BROKER-DEALER1 year 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 | $48,246 | $80,753-40.3% | $136,294-64.6% | $62,292-22.5% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 17.48% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $4,869 | $2,884+68.9% | $4,695+3.7% | $2,042+138.4% |
| Participant deferral / active EE | $3,855 | $5,164-25.3% | $6,247-38.3% | $3,169+21.6% |
| Admin fee / account holder | $78 | $525-85.1% | $9,243-99.2% | $479-83.7% |