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 | $4,291 |
ADP BROKER-DEALER5+ 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 | $53,201 | $56,152-5.3% | $185,823-71.4% | $73,409-27.5% |
| Participation rate | 82.2% | 67.6%+14.6pp | 78.0%+4.2pp | 72.2%+10.0pp |
| Annual return | 22.15% | 17.59%+4.6pp | 35.95%-13.8pp | 59.29%-37.1pp |
| Employer contribution / active EE | $4,605 | $1,532+200.6% | $4,087+12.7% | $2,234+106.2% |
| Participant deferral / active EE | $2,928 | $3,659-20.0% | $5,632-48.0% | $3,805-23.0% |
| Admin fee / account holder | $14 | $132-89.3% | $9,500-99.9% | $158-91.0% |