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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,614 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,272 | $70,667-28.9% | $123,104-59.2% | $52,331-3.9% |
| Participation rate | 72.4% | 83.7%-11.3pp | 86.8%-14.4pp | 68.1%+4.3pp |
| Annual return | -1.87% | 6.23%-8.1pp | 13.22%-15.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,403 | $2,946-52.4% | $5,151-72.8% | $1,882-25.5% |
| Participant deferral / active EE | $6,602 | $4,493+47.0% | $6,230+6.0% | $3,022+118.5% |
| Admin fee / account holder | $26 | $506-94.9% | $9,015-99.7% | $592-95.6% |