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 7-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 | $40,242 |
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 | $56,574 | $79,519-28.9% | $95,952-41.0% | $73,409-22.9% |
| Participation rate | 87.4% | 81.2%+6.2pp | 77.1%+10.3pp | 72.2%+15.2pp |
| Annual return | 14.66% | 19.20%-4.5pp | 91.61%-77.0pp | 59.29%-44.6pp |
| Employer contribution / active EE | $822 | $2,048-59.9% | $2,541-67.6% | $2,234-63.2% |
| Participant deferral / active EE | $3,196 | $4,138-22.8% | $4,167-23.3% | $3,805-16.0% |
| Admin fee / account holder | $95 | $184-48.6% | $6,795-98.6% | $158-40.0% |