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 | $1,951 |
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 | $40,834 | $84,233-51.5% | $170,442-76.0% | $70,131-41.8% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 18.45% | 23.06%-4.6pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $766 | $3,387-77.4% | $5,433-85.9% | $2,342-67.3% |
| Participant deferral / active EE | $5,949 | $3,086+92.8% | $4,939+20.4% | $3,332+78.5% |
| Admin fee / account holder | $12 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |