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 8-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 | $23,286 |
Service code 37 · EIN 36-3429599 | Loan Processing | $18,846 |
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 | $83,616 | $47,977+74.3% | $154,107-45.7% | $56,287+48.6% |
| Participation rate | 93.2% | 66.2%+27.0pp | 83.0%+10.1pp | 69.9%+23.3pp |
| Annual return | -5.58% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,788 | $2,169+28.6% | $5,298-47.4% | $2,111+32.1% |
| Participant deferral / active EE | $4,085 | $2,392+70.8% | $5,081-19.6% | $3,350+21.9% |
| Admin fee / account holder | $185 | $438-57.7% | $13,411-98.6% | $521-64.5% |