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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,177 | $72,404+284.2% | $110,238+152.3% | $64,186+333.4% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.4pp | 69.6%+25.7pp |
| Annual return | -5.63% | -6.29%+0.7pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,014 | $2,282+75.9% | $3,826+4.9% | $2,381+68.6% |
| Participant deferral / active EE | $9,642 | $3,469+177.9% | $4,672+106.4% | $3,470+177.9% |
| Admin fee / account holder | $16 | $5,664-99.7% | $8,547-99.8% | $4,888-99.7% |