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 | $108,850 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,970 |
ADP BROKER-DEALER3+ 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 | $57,203 | $75,284-24.0% | $91,001-37.1% | $69,631-17.8% |
| Participation rate | 69.6% | 80.4%-10.8pp | 75.6%-6.0pp | 70.7%-1.1pp |
| Annual return | 18.79% | 48.40%-29.6pp | 4.60%+14.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,901 | $2,473-23.1% | $2,456-22.6% | $2,032-6.5% |
| Participant deferral / active EE | $3,684 | $3,700-0.4% | $3,547+3.9% | $3,224+14.3% |
| Admin fee / account holder | $15 | $111-86.2% | $5,417-99.7% | $110-86.2% |