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 | $1,632 |
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 | $62,667 | $35,955+74.3% | $78,210-19.9% | $69,631-10.0% |
| Participation rate | 99.6% | 67.2%+32.4pp | 68.7%+30.8pp | 70.7%+28.9pp |
| Annual return | 15.15% | 16.42%-1.3pp | 40.90%-25.7pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,091 | $1,244+68.1% | $2,034+2.8% | $2,032+2.9% |
| Participant deferral / active EE | $2,881 | $2,107+36.7% | $2,823+2.1% | $3,224-10.6% |
| Admin fee / account holder | $3 | $86-96.6% | $3,758-99.9% | $110-97.3% |