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 | $74,216 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,176 |
ADP BROKER-DEALER3+ 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 | $97,582 | $66,180+47.4% | $118,746-17.8% | $62,292+56.7% |
| Participation rate | 99.1% | 71.3%+27.8pp | 78.3%+20.8pp | 69.5%+29.6pp |
| Annual return | 19.57% | 60.89%-41.3pp | 24.54%-5.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $6,069 | $3,183+90.7% | $4,193+44.8% | $2,042+197.2% |
| Participant deferral / active EE | $4,783 | $4,247+12.6% | $5,332-10.3% | $3,169+50.9% |
| Admin fee / account holder | $8 | $753-99.0% | $10,720-99.9% | $479-98.4% |