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 9-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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,299 |
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 | $58,115 | $79,523-26.9% | $140,016-58.5% | $56,287+3.2% |
| Participation rate | 89.2% | 85.7%+3.5pp | 87.5%+1.7pp | 69.9%+19.4pp |
| Annual return | -5.14% | 2.39%-7.5pp | 651.12%-656.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,175 | $3,350-35.1% | $5,606-61.2% | $2,111+3.0% |
| Participant deferral / active EE | $3,801 | $5,129-25.9% | $6,927-45.1% | $3,350+13.5% |
| Admin fee / account holder | $134 | $614-78.2% | $10,705-98.7% | $521-74.3% |