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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,308 |
ADP BROKER-DEALER6+ 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 | $366,015 | $91,552+299.8% | $133,956+173.2% | $79,858+358.3% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 13.93% | 61.85%-47.9pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,215 | $2,384+76.9% | $3,919+7.6% | $2,471+70.6% |
| Participant deferral / active EE | $11,256 | $3,733+201.5% | $5,048+123.0% | $3,740+201.0% |
| Admin fee / account holder | $22 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |