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 |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $17,243 |
Service code 15 · EIN 47-5476782 | Recordkeeping | $15,034 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,203 |
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 | $37,768 | $79,523-52.5% | $140,016-73.0% | $56,287-32.9% |
| Participation rate | 86.1% | 85.7%+0.4pp | 87.5%-1.4pp | 69.9%+16.2pp |
| Annual return | -4.82% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $3,303 | $3,350-1.4% | $5,606-41.1% | $2,111+56.4% |
| Participant deferral / active EE | $6,149 | $5,129+19.9% | $6,927-11.2% | $3,350+83.6% |
| Admin fee / account holder | $169 | $614-72.5% | $10,705-98.4% | $521-67.5% |