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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
ADP BROKER-DEALER3+ 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 | $185,742 | $80,753+130.0% | $136,294+36.3% | $62,292+198.2% |
| Participation rate | 89.4% | 73.5%+15.9pp | 81.9%+7.5pp | 69.5%+19.9pp |
| Annual return | 20.84% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,157 | $2,884-25.2% | $4,695-54.1% | $2,042+5.6% |
| Participant deferral / active EE | $8,381 | $5,164+62.3% | $6,247+34.2% | $3,169+164.5% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.8% |