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 | $1,206 |
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 | $132,486 | $70,475+88.0% | $100,516+31.8% | $79,858+65.9% |
| Participation rate | 88.6% | 73.7%+15.0pp | 79.4%+9.2pp | 69.6%+19.0pp |
| Annual return | 22.91% | 21.90%+1.0pp | 30.89%-8.0pp | 31.71%-8.8pp |
| Employer contribution / active EE | $4,810 | $2,165+122.2% | $3,418+40.7% | $2,471+94.7% |
| Participant deferral / active EE | $10,426 | $5,181+101.2% | $6,270+66.3% | $3,740+178.8% |
| Admin fee / account holder | $10 | $4,478-99.8% | $8,081-99.9% | $5,306-99.8% |