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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,248 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,117 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,384 | $65,435-52.0% | $86,677-63.8% | $66,914-53.1% |
| Participation rate | 86.6% | 75.5%+11.1pp | 76.6%+10.0pp | 69.8%+16.8pp |
| Annual return | -15.55% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,429 | $2,153-33.6% | $2,836-49.6% | $2,544-43.8% |
| Participant deferral / active EE | $4,529 | $4,100+10.4% | $4,656-2.7% | $4,237+6.9% |
| Admin fee / account holder | $295 | $642-54.0% | $7,493-96.1% | $593-50.3% |