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 | $40,663 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,677 |
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 | $53,386 | $54,590-2.2% | $81,930-34.8% | $73,488-27.4% |
| Participation rate | 98.4% | 68.3%+30.0pp | 72.0%+26.4pp | 70.7%+27.7pp |
| Annual return | 14.63% | 17.74%-3.1pp | 29.49%-14.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,391 | $1,636+46.2% | $4,310-44.5% | $2,270+5.3% |
| Participant deferral / active EE | $4,690 | $2,759+70.0% | $7,107-34.0% | $3,740+25.4% |
| Admin fee / account holder | $261 | $592-55.9% | $5,158-94.9% | $513-49.1% |