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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,350 |
Service code 15 · EIN 45-3794639 | Recordkeeping | $8,226 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,476 | $66,302-29.9% | $110,238-57.8% | $56,287-17.4% |
| Participation rate | 93.2% | 74.9%+18.3pp | 79.8%+13.4pp | 69.9%+23.3pp |
| Annual return | -7.23% | -1.18%-6.1pp | 314.74%-322.0pp | -9.96%+2.7pp |
| Employer contribution / active EE | $697 | $2,047-66.0% | $3,826-81.8% | $2,111-67.0% |
| Participant deferral / active EE | $4,531 | $3,381+34.0% | $4,672-3.0% | $3,350+35.3% |
| Admin fee / account holder | $234 | $698-66.5% | $8,547-97.3% | $521-55.1% |