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 52 · EIN 13-5674085 | Indirect Investment Fees | $25,121 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,328 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,409 | $42,548+32.6% | $74,550-24.3% | $56,287+0.2% |
| Participation rate | 45.6% | 60.5%-14.8pp | 69.1%-23.5pp | 69.9%-24.2pp |
| Annual return | -4.53% | 12.40%-16.9pp | 32.53%-37.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $797 | $855-6.8% | $1,961-59.3% | $2,111-62.2% |
| Participant deferral / active EE | $1,306 | $2,277-42.7% | $3,108-58.0% | $3,350-61.0% |
| Admin fee / account holder | $199 | $467-57.4% | $5,060-96.1% | $521-61.8% |