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 | $21,602 |
QP CONSULTING2 years Filed as: QP CONSULTING, LLC Service code 15 · EIN 47-1771614 | Recordkeeping | $20,000 |
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 | $73,889 | $58,083+27.2% | $80,019-7.7% | $56,287+31.3% |
| Participation rate | 76.1% | 73.6%+2.5pp | 75.8%+0.3pp | 69.9%+6.3pp |
| Annual return | -5.45% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,373 | $1,932-29.0% | $2,468-44.4% | $2,111-35.0% |
| Participant deferral / active EE | $3,509 | $3,135+11.9% | $3,686-4.8% | $3,350+4.7% |
| Admin fee / account holder | $236 | $623-62.0% | $6,521-96.4% | $521-54.6% |