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+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $6,341 |
ADP BROKER-DEALER1+ years 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 | $37,057 | $46,072-19.6% | $70,014-47.1% | $55,167-32.8% |
| Participation rate | 76.0% | 67.5%+8.5pp | 71.8%+4.2pp | 69.0%+7.0pp |
| Annual return | 6.61% | 8.68%-2.1pp | 12.99%-6.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $478 | $1,500-68.2% | $2,338-79.6% | $1,963-75.7% |
| Participant deferral / active EE | $1,883 | $2,344-19.7% | $2,931-35.8% | $3,054-38.3% |
| Admin fee / account holder | $39 | $428-90.9% | $4,380-99.1% | $504-92.3% |