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 | $203,177 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $116,645 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 15 · EIN 39-0859910 | Recordkeeping | $16,675 |
ADP BROKER-DEALER6+ 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 | $56,728 | $105,190-46.1% | $98,907-42.6% | $90,288-37.2% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.0%+21.8pp | 73.4%+24.5pp |
| Annual return | 20.08% | 18.52%+1.6pp | 196.43%-176.3pp | 53.97%-33.9pp |
| Employer contribution / active EE | $3,158 | $3,831-17.5% | $2,689+17.5% | $2,524+25.1% |
| Participant deferral / active EE | $3,492 | $5,616-37.8% | $4,244-17.7% | $4,232-17.5% |
| Admin fee / account holder | $170 | $97+74.3% | $6,642-97.4% | $114+48.8% |