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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $69,139 | $75,388-8.3% | $123,544-44.0% | $55,725+24.1% |
| Participation rate | 80.1% | 75.7%+4.4pp | 82.3%-2.2pp | 70.9%+9.2pp |
| Annual return | 12.02% | 4.48%+7.5pp | 119.20%-107.2pp | 244.93%-232.9pp |
| Employer contribution / active EE | $1,065 | $3,063-65.2% | $4,628-77.0% | $2,078-48.8% |
| Participant deferral / active EE | $6,177 | $5,651+9.3% | $6,426-3.9% | $3,356+84.1% |
| Admin fee / account holder | $193 | $120+61.5% | $9,284-97.9% | $115+67.9% |