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 47-5476782 | Recordkeeping | $29,837 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,042 |
ADP BROKER-DEALER5+ 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 | $42,811 | $98,982-56.7% | $162,163-73.6% | $65,185-34.3% |
| Participation rate | 89.0% | 85.8%+3.2pp | 87.6%+1.5pp | 70.2%+18.8pp |
| Annual return | 22.13% | 24.84%-2.7pp | 115.59%-93.5pp | 29.38%-7.3pp |
| Employer contribution / active EE | $3,581 | $3,467+3.3% | $5,614-36.2% | $2,177+64.5% |
| Participant deferral / active EE | $6,160 | $5,384+14.4% | $7,298-15.6% | $3,514+75.3% |
| Admin fee / account holder | $159 | $596-73.3% | $10,843-98.5% | $847-81.2% |