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 | $24,061 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,150 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,140 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,114 | $89,652-54.1% | $141,162-70.9% | $65,185-36.9% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.5%+13.0pp | 70.2%+25.3pp |
| Annual return | 47.22% | 32.79%+14.4pp | 71.39%-24.2pp | 29.38%+17.8pp |
| Employer contribution / active EE | $4,328 | $3,065+41.2% | $4,735-8.6% | $2,177+98.9% |
| Participant deferral / active EE | $8,153 | $5,691+43.3% | $6,709+21.5% | $3,514+132.0% |
| Admin fee / account holder | $23 | $569-95.9% | $10,261-99.8% | $847-97.2% |