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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $995 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NATIONAL SECURITIES CORPORATION3 years Service code 49 255 EXECUTIVE DR STE. 305 · PLAINVIEW, NY 11803 | 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 | $56,713 | $32,117+76.6% | $71,086-20.2% | $64,186-11.6% |
| Participation rate | 84.8% | 42.7%+42.1pp | 54.7%+30.1pp | 69.6%+15.2pp |
| Annual return | -4.09% | -5.57%+1.5pp | 650.59%-654.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,538 | $712+115.9% | $1,088+41.4% | $2,381-35.4% |
| Participant deferral / active EE | $4,129 | $1,263+227.0% | $1,874+120.3% | $3,470+19.0% |
| Admin fee / account holder | $7 | $2,759-99.7% | $3,082-99.8% | $4,888-99.9% |