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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,108 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,926 |
ADP BROKER-DEALER2 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 | $53,915 | $89,652-39.9% | $141,162-61.8% | $65,185-17.3% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.5%+1.8pp | 70.2%+14.1pp |
| Annual return | 31.29% | 32.79%-1.5pp | 71.39%-40.1pp | 29.38%+1.9pp |
| Employer contribution / active EE | $1,983 | $3,065-35.3% | $4,735-58.1% | $2,177-8.9% |
| Participant deferral / active EE | $7,826 | $5,691+37.5% | $6,709+16.6% | $3,514+122.7% |
| Admin fee / account holder | $141 | $569-75.2% | $10,261-98.6% | $847-83.4% |