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 8-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 | $11,023 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $350 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,756 | $28,109-33.3% | $71,086-73.6% | $56,287-66.7% |
| Participation rate | 18.0% | 40.4%-22.4pp | 54.7%-36.6pp | 69.9%-51.8pp |
| Annual return | -7.61% | -615.05%+607.4pp | 650.59%-658.2pp | -9.96%+2.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $639 | $1,116-42.7% | $1,874-65.9% | $3,350-80.9% |
| Admin fee / account holder | $10 | $585-98.3% | $3,082-99.7% | $521-98.1% |