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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1 year 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 | $58,947 | $77,813-24.2% | $123,544-52.3% | $64,186-8.2% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -7.24% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,282 | $3,014+42.1% | $4,628-7.5% | $2,381+79.9% |
| Participant deferral / active EE | $10,927 | $5,240+108.5% | $6,426+70.1% | $3,470+214.9% |
| Admin fee / account holder | $6 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |