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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,281 | $71,666+19.0% | $117,854-27.6% | $69,631+22.5% |
| Participation rate | 93.7% | 77.5%+16.1pp | 79.7%+14.0pp | 70.7%+23.0pp |
| Annual return | 13.87% | 18.86%-5.0pp | 335.08%-321.2pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $10,415 | $1,889+451.3% | $3,786+175.1% | $2,032+412.5% |
| Participant deferral / active EE | $4,785 | $3,340+43.3% | $4,482+6.8% | $3,224+48.4% |
| Admin fee / account holder | $11 | $120-90.8% | $8,020-99.9% | $110-90.0% |