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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
ADP BROKER-DEALER2+ 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 | $164,805 | $87,841+87.6% | $133,980+23.0% | $62,891+162.0% |
| Participation rate | 95.7% | 83.4%+12.4pp | 87.1%+8.7pp | 69.3%+26.4pp |
| Annual return | 5.66% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $11,041 | $3,483+217.0% | $5,211+111.9% | $2,281+384.1% |
| Participant deferral / active EE | $12,811 | $4,812+166.2% | $6,282+103.9% | $3,203+300.0% |
| Admin fee / account holder | $4 | $5,371-99.9% | $9,324-100.0% | $4,296-99.9% |