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 | $53,133 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,465 |
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 | $36,385 | $73,102-50.2% | $123,544-70.5% | $56,287-35.4% |
| Participation rate | 68.6% | 74.3%-5.7pp | 82.3%-13.7pp | 69.9%-1.2pp |
| Annual return | -3.31% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $3,423 | $2,977+15.0% | $4,628-26.0% | $2,111+62.1% |
| Participant deferral / active EE | $9,126 | $5,423+68.3% | $6,426+42.0% | $3,350+172.4% |
| Admin fee / account holder | $12 | $554-97.8% | $9,284-99.9% | $521-97.7% |