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 | $22,015 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,586 |
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 | $58,596 | $99,957-41.4% | $149,696-60.9% | $73,488-20.3% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.5%+8.6pp | 70.7%+20.4pp |
| Annual return | 17.16% | 53.87%-36.7pp | 276.60%-259.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,561 | $3,191-51.1% | $4,644-66.4% | $2,270-31.2% |
| Participant deferral / active EE | $7,132 | $6,073+17.4% | $6,842+4.2% | $3,740+90.7% |
| Admin fee / account holder | $246 | $551-55.4% | $9,309-97.4% | $513-52.1% |