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 | $1,815 |
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 | $37,716 | $59,186-36.3% | $76,768-50.9% | $56,287-33.0% |
| Participation rate | 87.7% | 75.2%+12.5pp | 77.0%+10.7pp | 69.9%+17.8pp |
| Annual return | -1.91% | 6.62%-8.5pp | 2.43%-4.3pp | -9.96%+8.1pp |
| Employer contribution / active EE | $523 | $1,759-70.3% | $2,485-79.0% | $2,111-75.2% |
| Participant deferral / active EE | $2,422 | $3,255-25.6% | $3,852-37.1% | $3,350-27.7% |
| Admin fee / account holder | $11 | $489-97.8% | $6,675-99.8% | $521-98.0% |