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 52 · EIN 13-5674085 | Indirect Investment Fees | $116,216 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER1+ 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 | $153,369 | $70,667+117.0% | $123,104+24.6% | $52,331+193.1% |
| Participation rate | 96.6% | 83.7%+12.9pp | 86.8%+9.8pp | 68.1%+28.5pp |
| Annual return | 1.23% | 6.23%-5.0pp | 13.22%-12.0pp | 4.54%-3.3pp |
| Employer contribution / active EE | $10,398 | $2,946+253.0% | $5,151+101.9% | $1,882+452.6% |
| Participant deferral / active EE | $13,548 | $4,493+201.6% | $6,230+117.5% | $3,022+348.3% |
| Admin fee / account holder | $3 | $506-99.4% | $9,015-100.0% | $592-99.5% |