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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $522 |
ADP BROKER-DEALER1 year 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 | $98,073 | $59,186+65.7% | $76,768+27.8% | $56,287+74.2% |
| Participation rate | 96.3% | 75.2%+21.0pp | 77.0%+19.3pp | 69.9%+26.4pp |
| Annual return | 3.15% | 6.62%-3.5pp | 2.43%+0.7pp | -9.96%+13.1pp |
| Employer contribution / active EE | $3,752 | $1,759+113.3% | $2,485+51.0% | $2,111+77.7% |
| Participant deferral / active EE | $4,915 | $3,255+51.0% | $3,852+27.6% | $3,350+46.7% |
| Admin fee / account holder | $13 | $489-97.3% | $6,675-99.8% | $521-97.4% |