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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,511 |
ADP BROKER-DEALER4+ 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 | $32,180 | $65,376-50.8% | $87,100-63.1% | $65,185-50.6% |
| Participation rate | 92.6% | 75.3%+17.3pp | 76.9%+15.8pp | 70.2%+22.4pp |
| Annual return | 21.46% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $767 | $1,822-57.9% | $2,521-69.6% | $2,177-64.8% |
| Participant deferral / active EE | $2,301 | $3,388-32.1% | $4,049-43.2% | $3,514-34.5% |
| Admin fee / account holder | $30 | $520-94.2% | $7,497-99.6% | $847-96.5% |