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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,816 |
ADP BROKER-DEALER4+ 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 | $39,088 | $76,000-48.6% | $154,107-74.6% | $64,186-39.1% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -7.18% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $553 | $3,351-83.5% | $5,298-89.6% | $2,381-76.8% |
| Participant deferral / active EE | $6,253 | $3,175+96.9% | $5,081+23.1% | $3,470+80.2% |
| Admin fee / account holder | $12 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |