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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,250 |
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 | $57,326 | $33,826+69.5% | $88,538-35.3% | $67,579-15.2% |
| Participation rate | 99.2% | 64.6%+34.6pp | 68.7%+30.4pp | 71.3%+27.9pp |
| Annual return | 21.98% | 68.24%-46.3pp | 43.64%-21.7pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,182 | $1,232+77.1% | $2,098+4.0% | $2,148+1.6% |
| Participant deferral / active EE | $2,948 | $2,089+41.2% | $2,914+1.2% | $3,539-16.7% |
| Admin fee / account holder | $3 | $134-97.7% | $4,310-99.9% | $142-97.8% |