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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,924 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,771 | $37,426-76.6% | $77,482-88.7% | $79,858-89.0% |
| Participation rate | 98.8% | 41.5%+57.2pp | 54.2%+44.6pp | 69.6%+29.1pp |
| Annual return | 9.05% | 39.70%-30.6pp | 54.79%-45.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $273 | $637-57.2% | $986-72.4% | $2,471-89.0% |
| Participant deferral / active EE | $1,238 | $1,260-1.8% | $1,861-33.5% | $3,740-66.9% |
| Admin fee / account holder | $17 | $2,504-99.3% | $2,858-99.4% | $5,306-99.7% |