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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
ADP BROKER-DEALER2+ 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 | $80,102 | $72,448+10.6% | $118,746-32.5% | $69,631+15.0% |
| Participation rate | 86.5% | 79.7%+6.8pp | 78.3%+8.2pp | 70.7%+15.8pp |
| Annual return | 22.68% | 19.06%+3.6pp | 24.54%-1.9pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $5,902 | $3,771+56.5% | $4,193+40.8% | $2,032+190.4% |
| Participant deferral / active EE | $8,349 | $4,943+68.9% | $5,332+56.6% | $3,224+159.0% |
| Admin fee / account holder | $6 | $99-94.2% | $10,720-99.9% | $110-94.8% |