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-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $142,606 | $91,552+55.8% | $133,956+6.5% | $79,858+78.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.53% | 61.85%-68.4pp | 45.09%-51.6pp | 31.71%-38.2pp |
| Employer contribution / active EE | $5,604 | $2,384+135.1% | $3,919+43.0% | $2,471+126.8% |
| Participant deferral / active EE | $6,577 | $3,733+76.2% | $5,048+30.3% | $3,740+75.9% |
| Admin fee / account holder | $8 | $6,321-99.9% | $8,927-99.9% | $5,306-99.9% |