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 | $13,285 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $57,299 | $59,328-3.4% | $118,925-51.8% | $73,488-22.0% |
| Participation rate | 95.8% | 62.3%+33.5pp | 75.4%+20.5pp | 70.7%+25.2pp |
| Annual return | 15.31% | 19.13%-3.8pp | 35.88%-20.6pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,423 | $1,803+89.8% | $3,263+4.9% | $2,270+50.8% |
| Participant deferral / active EE | $4,790 | $2,604+83.9% | $4,265+12.3% | $3,740+28.1% |
| Admin fee / account holder | $87 | $600-85.4% | $6,581-98.7% | $513-83.0% |