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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $28,108 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $71,970 | $98,982-27.3% | $162,163-55.6% | $65,185+10.4% |
| Participation rate | 97.9% | 85.8%+12.1pp | 87.6%+10.3pp | 70.2%+27.7pp |
| Annual return | 22.32% | 24.84%-2.5pp | 115.59%-93.3pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,322 | $3,467-61.9% | $5,614-76.5% | $2,177-39.3% |
| Participant deferral / active EE | $4,045 | $5,384-24.9% | $7,298-44.6% | $3,514+15.1% |
| Admin fee / account holder | $168 | $596-71.8% | $10,843-98.4% | $847-80.2% |