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 | $37,081 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,785 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,365 | $31,252-38.0% | $75,826-74.5% | $55,725-65.2% |
| Participation rate | 92.7% | 71.3%+21.4pp | 68.2%+24.5pp | 70.9%+21.9pp |
| Annual return | -4.17% | 2.84%-7.0pp | 1914.15%-1918.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $994 | $1,260-21.1% | $1,913-48.1% | $2,078-52.2% |
| Participant deferral / active EE | $644 | $2,258-71.5% | $2,862-77.5% | $3,356-80.8% |
| Admin fee / account holder | $29 | $91-68.7% | $4,726-99.4% | $115-75.1% |