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 | $93,637 |
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 | $14,965 | $29,516-49.3% | $77,482-80.7% | $90,288-83.4% |
| Participation rate | 72.4% | 33.7%+38.7pp | 54.2%+18.2pp | 73.4%-1.0pp |
| Annual return | 13.89% | 231.18%-217.3pp | 54.79%-40.9pp | 53.97%-40.1pp |
| Employer contribution / active EE | $918 | $381+141.1% | $986-6.9% | $2,524-63.6% |
| Participant deferral / active EE | $2,923 | $944+209.6% | $1,861+57.1% | $4,232-30.9% |
| Admin fee / account holder | $76 | $106-28.2% | $2,858-97.3% | $114-33.4% |