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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,018 |
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 | $22,825 | $58,879-61.2% | $178,490-87.2% | $73,488-68.9% |
| Participation rate | 89.9% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.2pp |
| Annual return | 20.58% | 24.86%-4.3pp | 151.07%-130.5pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,366 | $2,236-38.9% | $5,011-72.7% | $2,270-39.8% |
| Participant deferral / active EE | $3,178 | $2,567+23.8% | $5,202-38.9% | $3,740-15.0% |
| Admin fee / account holder | $46 | $400-88.5% | $13,984-99.7% | $513-91.0% |