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 | $1,450 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $80,276 | $72,492+10.7% | $87,100-7.8% | $72,985+10.0% |
| Participation rate | 97.3% | 72.8%+24.4pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 28.59% | 24.46%+4.1pp | 28.19%+0.4pp | 81.00%-52.4pp |
| Employer contribution / active EE | $2,734 | $1,894+44.4% | $2,521+8.5% | $2,440+12.1% |
| Participant deferral / active EE | $6,643 | $3,270+103.2% | $4,049+64.1% | $3,607+84.2% |
| Admin fee / account holder | $12 | $5,055-99.8% | $7,497-99.8% | $5,124-99.8% |