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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,959 |
ADP BROKER-DEALER2+ 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 | $28,340 | $36,916-23.2% | $156,549-81.9% | $57,658-50.8% |
| Participation rate | 95.4% | 63.4%+32.0pp | 84.0%+11.4pp | 70.2%+25.2pp |
| Annual return | 9.02% | 12.38%-3.4pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $2,395 | $1,571+52.5% | $5,501-56.5% | $1,974+21.3% |
| Participant deferral / active EE | $5,023 | $1,926+160.8% | $4,871+3.1% | $3,061+64.1% |
| Admin fee / account holder | $10 | $82-87.9% | $13,027-99.9% | $95-89.5% |