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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,852 |
ADP BROKER-DEALER3 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 | $64,940 | $58,655+10.7% | $91,989-29.4% | $65,185-0.4% |
| Participation rate | 99.2% | 75.3%+24.0pp | 78.6%+20.6pp | 70.2%+29.0pp |
| Annual return | 22.91% | 33.92%-11.0pp | 69.02%-46.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $3,761 | $2,080+80.8% | $3,452+9.0% | $2,177+72.8% |
| Participant deferral / active EE | $3,856 | $5,474-29.6% | $5,923-34.9% | $3,514+9.7% |
| Admin fee / account holder | $98 | $434-77.4% | $7,743-98.7% | $847-88.4% |