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 | $43,333 |
USCA RIA LLC2 years Service code 15 · EIN 61-1687272 | Recordkeeping | $17,785 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $13,828 | $44,473-68.9% | $76,523-81.9% | $55,725-75.2% |
| Participation rate | 79.1% | 51.0%+28.1pp | 68.0%+11.1pp | 70.9%+8.3pp |
| Annual return | -7.69% | -2.01%-5.7pp | -0.27%-7.4pp | 244.93%-252.6pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,318 | $1,988+167.6% | $3,835+38.7% | $3,356+58.5% |
| Admin fee / account holder | $156 | $134+16.3% | $4,848-96.8% | $115+35.4% |