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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,337 |
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 | $36,815 | $99,957-63.2% | $149,696-75.4% | $73,488-49.9% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.1pp | 70.7%+28.9pp |
| Annual return | 13.85% | 53.87%-40.0pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,798 | $3,191-12.3% | $4,644-39.8% | $2,270+23.2% |
| Participant deferral / active EE | $3,436 | $6,073-43.4% | $6,842-49.8% | $3,740-8.1% |
| Admin fee / account holder | $190 | $551-65.4% | $9,309-98.0% | $513-62.9% |