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 | $4,877 |
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 | $79,433 | $60,165+32.0% | $74,183+7.1% | $55,167+44.0% |
| Participation rate | 89.8% | 74.2%+15.6pp | 76.6%+13.1pp | 69.0%+20.8pp |
| Annual return | 6.75% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,191 | $1,600-25.5% | $2,370-49.7% | $1,963-39.3% |
| Participant deferral / active EE | $3,628 | $2,973+22.1% | $3,550+2.2% | $3,054+18.8% |
| Admin fee / account holder | $27 | $419-93.5% | $5,586-99.5% | $504-94.6% |