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 | $15,001 |
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 | $150,775 | $100,041+50.7% | $149,718+0.7% | $70,131+115.0% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 17.90% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,976 | $3,662+63.2% | $5,445+9.8% | $2,342+155.1% |
| Participant deferral / active EE | $15,207 | $4,983+205.2% | $6,569+131.5% | $3,332+356.4% |
| Admin fee / account holder | $113 | $8,286-98.6% | $11,283-99.0% | $4,645-97.6% |