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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,657 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP. Service code 49 4069 CHAIN BRIDGE ROAD TOP FL · FAIRFAX, VA 22030 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $39,897 | $89,652-55.5% | $141,162-71.7% | $65,185-38.8% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 30.38% | 32.79%-2.4pp | 71.39%-41.0pp | 29.38%+1.0pp |
| Employer contribution / active EE | $3,215 | $3,065+4.9% | $4,735-32.1% | $2,177+47.7% |
| Participant deferral / active EE | $7,794 | $5,691+37.0% | $6,709+16.2% | $3,514+121.8% |
| Admin fee / account holder | $20 | $569-96.4% | $10,261-99.8% | $847-97.6% |