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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,112 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $238,655 | $65,703+263.2% | $94,224+153.3% | $59,632+300.2% |
| Participation rate | 97.8% | 72.1%+25.7pp | 78.8%+19.1pp | 68.7%+29.2pp |
| Annual return | 0.23% | 5.22%-5.0pp | 10.68%-10.4pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,838 | $2,021+90.0% | $3,587+7.0% | $2,203+74.3% |
| Participant deferral / active EE | $8,247 | $3,143+162.4% | $4,320+90.9% | $3,192+158.4% |
| Admin fee / account holder | $28 | $4,264-99.3% | $6,269-99.6% | $4,297-99.3% |