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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,692 |
ADP BROKER-DEALER5+ 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 | $36,419 | $50,666-28.1% | $76,817-52.6% | $65,185-44.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 21.51% | 28.51%-7.0pp | 1166.11%-1144.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,425 | $1,575-9.5% | $2,302-38.1% | $2,177-34.5% |
| Participant deferral / active EE | $4,022 | $2,647+51.9% | $3,336+20.6% | $3,514+14.5% |
| Admin fee / account holder | $15 | $463-96.7% | $6,420-99.8% | $847-98.2% |