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 15 · EIN 20-8764829 | Recordkeeping | $20,016 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,780 |
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 | $78,384 | $66,813+17.3% | $100,516-22.0% | $73,488+6.7% |
| Participation rate | 96.9% | 77.5%+19.4pp | 79.4%+17.5pp | 70.7%+26.2pp |
| Annual return | 12.82% | 25.70%-12.9pp | 30.89%-18.1pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,922 | $2,147-10.5% | $3,418-43.8% | $2,270-15.3% |
| Participant deferral / active EE | $5,525 | $5,883-6.1% | $6,270-11.9% | $3,740+47.7% |
| Admin fee / account holder | $100 | $512-80.5% | $8,081-98.8% | $513-80.6% |