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 | $650 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NEW ENGLAND SECURITIES2+ years Filed as: NEW ENGLAND SECURITIES CORPORATION Service code 49 2038 SARANAC AVE · LAKE PLACID, NY 12901 | 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 | $113,655 | $77,634+46.4% | $156,549-27.4% | $62,891+80.7% |
| Participation rate | 88.8% | 71.2%+17.6pp | 84.0%+4.8pp | 69.3%+19.5pp |
| Annual return | 6.54% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,888 | $3,444-45.2% | $5,501-65.7% | $2,281-17.2% |
| Participant deferral / active EE | $3,781 | $3,045+24.2% | $4,871-22.4% | $3,203+18.1% |
| Admin fee / account holder | $7 | $5,561-99.9% | $13,027-99.9% | $4,296-99.8% |