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 | $48,838 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,828 |
ADP BROKER-DEALER5+ 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 | $50,719 | $89,652-43.4% | $141,162-64.1% | $65,185-22.2% |
| Participation rate | 99.1% | 74.7%+24.4pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 23.87% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $5,511 | $3,065+79.8% | $4,735+16.4% | $2,177+153.2% |
| Participant deferral / active EE | $6,858 | $5,691+20.5% | $6,709+2.2% | $3,514+95.2% |
| Admin fee / account holder | $8 | $569-98.5% | $10,261-99.9% | $847-99.0% |