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 | $71,049 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,704 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $42,938 | $75,183-42.9% | $123,892-65.3% | $55,167-22.2% |
| Participation rate | 95.4% | 72.8%+22.5pp | 81.4%+13.9pp | 69.0%+26.4pp |
| Annual return | 10.19% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $952 | $2,823-66.3% | $4,617-79.4% | $1,963-51.5% |
| Participant deferral / active EE | $5,808 | $5,084+14.2% | $5,984-2.9% | $3,054+90.2% |
| Admin fee / account holder | $11 | $663-98.4% | $8,357-99.9% | $504-97.9% |