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 | $12,262 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,177 | $58,851+4.0% | $115,157-46.9% | $72,985-16.2% |
| Participation rate | 95.5% | 65.5%+29.9pp | 75.9%+19.6pp | 69.5%+26.0pp |
| Annual return | 1.78% | 23.16%-21.4pp | 35.60%-33.8pp | 81.00%-79.2pp |
| Employer contribution / active EE | $3,643 | $1,798+102.6% | $3,179+14.6% | $2,440+49.3% |
| Participant deferral / active EE | $5,328 | $2,643+101.6% | $4,168+27.8% | $3,607+47.7% |
| Admin fee / account holder | $105 | $6,370-98.4% | $7,088-98.5% | $5,124-98.0% |