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 | $42,883 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,465 |
ADP BROKER-DEALER4+ 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 | $42,211 | $73,102-42.3% | $123,544-65.8% | $56,287-25.0% |
| Participation rate | 92.9% | 74.3%+18.6pp | 82.3%+10.6pp | 69.9%+23.1pp |
| Annual return | -4.72% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $8,166 | $2,977+174.3% | $4,628+76.5% | $2,111+286.8% |
| Participant deferral / active EE | $6,368 | $5,423+17.4% | $6,426-0.9% | $3,350+90.1% |
| Admin fee / account holder | $7 | $554-98.7% | $9,284-99.9% | $521-98.6% |