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 | $23,545 |
ADP BROKER-DEALER3+ 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 | $57,123 | $81,537-29.9% | $149,718-61.8% | $69,631-18.0% |
| Participation rate | 90.7% | 86.1%+4.5pp | 87.1%+3.6pp | 70.7%+20.0pp |
| Annual return | 21.72% | 22.79%-1.1pp | 1501.63%-1479.9pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $1,330 | $3,239-58.9% | $5,445-75.6% | $2,032-34.5% |
| Participant deferral / active EE | $4,244 | $4,994-15.0% | $6,569-35.4% | $3,224+31.7% |
| Admin fee / account holder | $51 | $107-52.1% | $11,283-99.5% | $110-53.7% |