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 | $67,846 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,672 |
MELTON & MELTON LLP3 years Service code 15 · EIN 74-1550819 | Recordkeeping | $17,527 |
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 | $33,291 | $58,083-42.7% | $80,019-58.4% | $56,287-40.9% |
| Participation rate | 85.7% | 73.6%+12.1pp | 75.8%+9.9pp | 69.9%+15.9pp |
| Annual return | -3.00% | 34.61%-37.6pp | 11.22%-14.2pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,258 | $3,135+3.9% | $3,686-11.6% | $3,350-2.7% |
| Admin fee / account holder | $223 | $623-64.2% | $6,521-96.6% | $521-57.2% |