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 9-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 | $5,042 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $26,659 | $59,186-55.0% | $76,768-65.3% | $56,287-52.6% |
| Participation rate | 92.8% | 75.2%+17.5pp | 77.0%+15.8pp | 69.9%+22.9pp |
| Annual return | -4.40% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $820 | $1,759-53.4% | $2,485-67.0% | $2,111-61.1% |
| Participant deferral / active EE | $2,208 | $3,255-32.2% | $3,852-42.7% | $3,350-34.1% |
| Admin fee / account holder | $27 | $489-94.5% | $6,675-99.6% | $521-94.8% |