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 | $360 |
ADP BROKER-DEALER1 year 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 | $55,490 | $44,873+23.7% | $79,464-30.2% | $56,287-1.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.27% | 0.81%-7.1pp | 718.14%-724.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,491 | $2,140+16.4% | $2,800-11.1% | $2,111+18.0% |
| Participant deferral / active EE | $6,222 | $2,746+126.6% | $3,704+68.0% | $3,350+85.7% |
| Admin fee / account holder | $23 | $418-94.5% | $5,113-99.6% | $521-95.6% |