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 | $65,122 |
Service code 15 · EIN 35-2331721 | Recordkeeping | $9,000 |
ADP BROKER-DEALER6+ 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 | $87,969 | $111,608-21.2% | $177,821-50.5% | $73,409+19.8% |
| Participation rate | 94.4% | 87.9%+6.5pp | 87.7%+6.7pp | 72.2%+22.2pp |
| Annual return | 21.16% | 18.23%+2.9pp | 48.32%-27.2pp | 59.29%-38.1pp |
| Employer contribution / active EE | $1,851 | $3,796-51.2% | $5,918-68.7% | $2,234-17.1% |
| Participant deferral / active EE | $5,857 | $6,199-5.5% | $7,714-24.1% | $3,805+53.9% |
| Admin fee / account holder | $162 | $166-2.0% | $12,427-98.7% | $158+2.7% |