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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,458 |
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 | $57,000 | $61,214-6.9% | $83,333-31.6% | $56,287+1.3% |
| Participation rate | 95.9% | 72.6%+23.3pp | 77.8%+18.1pp | 69.9%+26.0pp |
| Annual return | -3.75% | 0.42%-4.2pp | 10.63%-14.4pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,443 | $1,925+78.8% | $3,379+1.9% | $2,111+63.1% |
| Participant deferral / active EE | $3,580 | $5,091-29.7% | $5,565-35.7% | $3,350+6.9% |
| Admin fee / account holder | $114 | $512-77.8% | $7,510-98.5% | $521-78.2% |