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 | $825 |
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 | $43,201 | $76,000-43.2% | $154,107-72.0% | $64,186-32.7% |
| Participation rate | 95.8% | 70.4%+25.4pp | 83.0%+12.8pp | 69.6%+26.3pp |
| Annual return | -7.67% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,086 | $3,351-67.6% | $5,298-79.5% | $2,381-54.4% |
| Participant deferral / active EE | $5,347 | $3,175+68.4% | $5,081+5.2% | $3,470+54.1% |
| Admin fee / account holder | $7 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |