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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $72,230 | $52,903+36.5% | $73,307-1.5% | $59,632+21.1% |
| Participation rate | 70.5% | 68.2%+2.2pp | 74.9%-4.5pp | 68.7%+1.8pp |
| Annual return | 0.76% | 12.20%-11.4pp | 5.67%-4.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $3,929 | $1,909+105.9% | $3,237+21.4% | $2,203+78.4% |
| Participant deferral / active EE | $8,476 | $4,069+108.3% | $4,991+69.8% | $3,192+165.6% |
| Admin fee / account holder | $11 | $3,834-99.7% | $5,637-99.8% | $4,297-99.7% |