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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,867 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,971 | $109,359-79.9% | $162,163-86.5% | $72,985-69.9% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 21.97% | 25.46%-3.5pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,664 | $3,907-6.2% | $5,614-34.7% | $2,440+50.2% |
| Participant deferral / active EE | $7,915 | $5,481+44.4% | $7,298+8.5% | $3,607+119.4% |
| Admin fee / account holder | $93 | $7,972-98.8% | $10,843-99.1% | $5,124-98.2% |