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 | $14,871 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,279 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,975 | $66,302-88.0% | $110,238-92.8% | $56,287-85.8% |
| Participation rate | 87.6% | 74.9%+12.7pp | 79.8%+7.8pp | 69.9%+17.8pp |
| Annual return | -4.65% | -1.18%-3.5pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,919 | $2,047-6.2% | $3,826-49.8% | $2,111-9.1% |
| Participant deferral / active EE | $2,590 | $3,381-23.4% | $4,672-44.6% | $3,350-22.7% |
| Admin fee / account holder | $108 | $698-84.5% | $8,547-98.7% | $521-79.2% |