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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,917 |
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 | $140,251 | $94,529+48.4% | $140,016+0.2% | $64,186+118.5% |
| Participation rate | 95.2% | 84.1%+11.1pp | 87.5%+7.7pp | 69.6%+25.6pp |
| Annual return | -5.85% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,461 | $3,812+43.2% | $5,606-2.6% | $2,381+129.4% |
| Participant deferral / active EE | $14,119 | $5,250+168.9% | $6,927+103.8% | $3,470+307.0% |
| Admin fee / account holder | $118 | $6,741-98.2% | $10,705-98.9% | $4,888-97.6% |