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 9-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 |
|---|---|---|
WORLD TRAVEL, INC.1 year Service code 15 · EIN 23-2228965 | Recordkeeping | $25,122 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,147 |
ADP BROKER-DEALER3+ 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 | $56,493 | $40,522+39.4% | $84,611-33.2% | $67,579-16.4% |
| Participation rate | 98.2% | 51.1%+47.1pp | 68.2%+29.9pp | 71.3%+26.9pp |
| Annual return | 22.41% | 32.72%-10.3pp | 258.74%-236.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $699 | $1,146-39.0% | $2,652-73.7% | $2,148-67.5% |
| Participant deferral / active EE | $4,338 | $2,132+103.5% | $3,899+11.3% | $3,539+22.6% |
| Admin fee / account holder | $72 | $145-50.4% | $4,912-98.5% | $142-49.4% |