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 | $18,151 |
Service code 15 · EIN 86-0931560 | Recordkeeping | $10,409 |
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 | $19,287 | $52,953-63.6% | $172,739-88.8% | $65,185-70.4% |
| Participation rate | 87.4% | 66.2%+21.2pp | 82.6%+4.8pp | 70.2%+17.2pp |
| Annual return | 25.58% | 30.12%-4.5pp | 802.84%-777.3pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,341 | $2,190-38.7% | $5,143-73.9% | $2,177-38.4% |
| Participant deferral / active EE | $3,123 | $2,471+26.4% | $5,198-39.9% | $3,514-11.1% |
| Admin fee / account holder | $287 | $472-39.3% | $13,954-97.9% | $847-66.2% |