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 | $60,908 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $783 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $79,255 | $61,616+28.6% | $105,722-25.0% | $55,167+43.7% |
| Participation rate | 95.7% | 72.9%+22.8pp | 78.9%+16.8pp | 69.0%+26.7pp |
| Annual return | 8.64% | 11.15%-2.5pp | 12.25%-3.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $4,804 | $3,043+57.9% | $4,079+17.8% | $1,963+144.8% |
| Participant deferral / active EE | $4,246 | $4,213+0.8% | $5,326-20.3% | $3,054+39.0% |
| Admin fee / account holder | $5 | $379-98.6% | $8,308-99.9% | $504-99.0% |