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 | $1,624 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $157,378 | $47,977+228.0% | $154,107+2.1% | $56,287+179.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.31% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.6pp |
| Employer contribution / active EE | $9,782 | $2,169+351.0% | $5,298+84.6% | $2,111+363.4% |
| Participant deferral / active EE | $6,460 | $2,392+170.1% | $5,081+27.2% | $3,350+92.9% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |