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 | $186,020 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $118,882 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 15 · EIN 39-0859910 | Recordkeeping | $16,675 |
ADP BROKER-DEALER5+ 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 | $49,318 | $96,403-48.8% | $93,606-47.3% | $77,787-36.6% |
| Participation rate | 97.3% | 87.6%+9.7pp | 75.8%+21.5pp | 73.2%+24.1pp |
| Annual return | 24.28% | 39.36%-15.1pp | 32.76%-8.5pp | 32.57%-8.3pp |
| Employer contribution / active EE | $2,962 | $3,616-18.1% | $2,718+9.0% | $2,504+18.3% |
| Participant deferral / active EE | $3,227 | $5,341-39.6% | $4,069-20.7% | $3,967-18.7% |
| Admin fee / account holder | $90 | $90+0.9% | $7,888-98.9% | $100-9.7% |