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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,955 |
Service code 15 · EIN 38-3023534 | Recordkeeping | $9,310 |
ADP BROKER-DEALER2+ 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 | $48,304 | $71,192-32.2% | $117,854-59.0% | $62,292-22.5% |
| Participation rate | 86.2% | 74.2%+12.0pp | 79.7%+6.6pp | 69.5%+16.7pp |
| Annual return | 17.09% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $599 | $1,934-69.1% | $3,786-84.2% | $2,042-70.7% |
| Participant deferral / active EE | $4,087 | $3,189+28.2% | $4,482-8.8% | $3,169+29.0% |
| Admin fee / account holder | $242 | $587-58.8% | $8,020-97.0% | $479-49.5% |