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 6-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,654 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $38,253 | $99,957-61.7% | $149,696-74.4% | $73,488-47.9% |
| Participation rate | 89.9% | 75.7%+14.2pp | 82.5%+7.4pp | 70.7%+19.2pp |
| Annual return | 17.96% | 53.87%-35.9pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,383 | $6,073-11.4% | $6,842-21.3% | $3,740+43.9% |
| Admin fee / account holder | $32 | $551-94.1% | $9,309-99.7% | $513-93.7% |