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 717 FIFTH AVENUE · NEW YORK, NY 10022 | Indirect Investment Fees | $65,585 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $3,935 |
ADP BROKER-DEALER4+ years Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $0 |
ADP BROKER-DEALER4+ years Filed as: ADP BROKER DEALER 22-3319984 Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER4+ years Filed as: ADP BROKER-DEALER 22-3319984 Service code 99 | Other Fees | $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 | $46,328 | $58,083-20.2% | $80,019-42.1% | $56,287-17.7% |
| Participation rate | 92.3% | 73.6%+18.7pp | 75.8%+16.5pp | 69.9%+22.5pp |
| Annual return | -5.37% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,324 | $3,135+69.8% | $3,686+44.5% | $3,350+58.9% |
| Admin fee / account holder | $14 | $623-97.8% | $6,521-99.8% | $521-97.4% |