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 | $17,964 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,663 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,374 | $49,451-40.6% | $79,550-63.1% | $66,914-56.1% |
| Participation rate | 83.9% | 61.3%+22.6pp | 69.5%+14.5pp | 69.8%+14.1pp |
| Annual return | -18.53% | 84.25%-102.8pp | 0.16%-18.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,496 | $3,159+42.4% | $3,985+12.8% | $4,237+6.1% |
| Admin fee / account holder | $30 | $595-95.0% | $6,832-99.6% | $593-95.0% |