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 | $2,405 |
ADP BROKER-DEALER1 year 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 | $117,537 | $58,879+99.6% | $178,490-34.1% | $73,488+59.9% |
| Participation rate | 96.7% | 66.2%+30.4pp | 81.9%+14.7pp | 70.7%+26.0pp |
| Annual return | 15.79% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,696 | $2,236+20.5% | $5,011-46.2% | $2,270+18.7% |
| Participant deferral / active EE | $5,145 | $2,567+100.4% | $5,202-1.1% | $3,740+37.6% |
| Admin fee / account holder | $18 | $400-95.5% | $13,984-99.9% | $513-96.5% |