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 | $45,184 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $36,010 |
ADP BROKER-DEALER2 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 | $45,272 | $50,666-10.6% | $76,817-41.1% | $65,185-30.5% |
| Participation rate | 97.5% | 68.8%+28.7pp | 72.1%+25.4pp | 70.2%+27.3pp |
| Annual return | 21.07% | 28.51%-7.4pp | 1166.11%-1145.0pp | 29.38%-8.3pp |
| Employer contribution / active EE | $2,257 | $1,575+43.3% | $2,302-2.0% | $2,177+3.7% |
| Participant deferral / active EE | $4,271 | $2,647+61.4% | $3,336+28.0% | $3,514+21.6% |
| Admin fee / account holder | $259 | $463-44.1% | $6,420-96.0% | $847-69.5% |