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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,162 |
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 | $72,005 | $98,982-27.3% | $162,163-55.6% | $65,185+10.5% |
| Participation rate | 83.2% | 85.8%-2.5pp | 87.6%-4.3pp | 70.2%+13.0pp |
| Annual return | 19.71% | 24.84%-5.1pp | 115.59%-95.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $2,141 | $3,467-38.3% | $5,614-61.9% | $2,177-1.7% |
| Participant deferral / active EE | $4,007 | $5,384-25.6% | $7,298-45.1% | $3,514+14.0% |
| Admin fee / account holder | $112 | $596-81.2% | $10,843-99.0% | $847-86.8% |