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 | $273,936 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $154,424 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 15 · EIN 39-0859910 | Recordkeeping | $10,175 |
ADP BROKER-DEALER4+ 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 | $39,494 | $134,045-70.5% | $80,019-50.6% | $75,289-47.5% |
| Participation rate | 97.8% | 85.8%+12.1pp | 75.8%+22.0pp | 72.4%+25.4pp |
| Annual return | -4.49% | -0.56%-3.9pp | 11.22%-15.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,815 | $3,492-19.4% | $2,468+14.0% | $2,405+17.0% |
| Participant deferral / active EE | $3,000 | $4,976-39.7% | $3,686-18.6% | $3,739-19.8% |
| Admin fee / account holder | $114 | $124-8.3% | $6,521-98.3% | $102+11.0% |