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 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 | $146,260 | $72,404+102.0% | $110,238+32.7% | $64,186+127.9% |
| Participation rate | 90.7% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.1pp |
| Annual return | 75.53% | -6.29%+81.8pp | 314.74%-239.2pp | 7.63%+67.9pp |
| Employer contribution / active EE | $4,991 | $2,282+118.8% | $3,826+30.4% | $2,381+109.6% |
| Participant deferral / active EE | $5,183 | $3,469+49.4% | $4,672+10.9% | $3,470+49.4% |
| Admin fee / account holder | $7 | $5,664-99.9% | $8,547-99.9% | $4,888-99.9% |