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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
ADP BROKER-DEALER5+ 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 | $303,466 | $83,477+263.5% | $125,175+142.4% | $72,985+315.8% |
| Participation rate | 97.6% | 73.3%+24.2pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 20.77% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,942 | $2,345+68.1% | $3,865+2.0% | $2,440+61.6% |
| Participant deferral / active EE | $9,906 | $3,585+176.3% | $4,937+100.7% | $3,607+174.6% |
| Admin fee / account holder | $15 | $5,517-99.7% | $9,702-99.8% | $5,124-99.7% |