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 | $94,764 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,170 |
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 | $54,764 | $74,024-26.0% | $77,999-29.8% | $57,658-5.0% |
| Participation rate | 65.3% | 79.7%-14.4pp | 75.5%-10.2pp | 70.2%-4.9pp |
| Annual return | 8.70% | 12.14%-3.4pp | 425.96%-417.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,789 | $2,365-24.4% | $2,470-27.6% | $1,974-9.4% |
| Participant deferral / active EE | $3,337 | $3,533-5.5% | $3,497-4.6% | $3,061+9.0% |
| Admin fee / account holder | $11 | $93-88.1% | $5,480-99.8% | $95-88.3% |