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 | $19,103 |
GBS RETIREMENT SERVICES1+ years Service code 15 · EIN 13-3727333 | Recordkeeping | $16,800 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,227 |
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 | $29,810 | $57,096-47.8% | $94,224-68.4% | $55,191-46.0% |
| Participation rate | 98.7% | 75.7%+23.0pp | 78.8%+19.9pp | 69.2%+29.5pp |
| Annual return | 2.54% | 159.65%-157.1pp | 10.68%-8.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $1,487 | $1,708-12.9% | $3,587-58.5% | $1,899-21.7% |
| Participant deferral / active EE | $2,602 | $3,165-17.8% | $4,320-39.8% | $3,046-14.6% |
| Admin fee / account holder | $55 | $89-38.7% | $6,269-99.1% | $91-39.8% |