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 | $54,858 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,136 |
ADP BROKER-DEALER1+ 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 | $83,967 | $54,320+54.6% | $67,652+24.1% | $52,331+60.5% |
| Participation rate | 91.0% | 73.6%+17.4pp | 75.7%+15.3pp | 68.1%+22.9pp |
| Annual return | -0.62% | 6.81%-7.4pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,249 | $1,544-19.1% | $2,266-44.9% | $1,882-33.6% |
| Participant deferral / active EE | $3,066 | $2,950+3.9% | $3,560-13.9% | $3,022+1.4% |
| Admin fee / account holder | $28 | $527-94.7% | $4,821-99.4% | $592-95.3% |