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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,493 |
GBQ PARTNERS3+ years Filed as: GBQ PARTNERS, LLC Service code 15 · EIN 20-2122306 | Recordkeeping | $9,514 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AXA ADVISORS INC Service code 49 4000 SMITH ROAD SUITE 300 · CINCINNATI, OH 45209 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,359 | $69,305-25.9% | $82,313-37.6% | $69,631-26.2% |
| Participation rate | 99.0% | 80.3%+18.7pp | 76.9%+22.1pp | 70.7%+28.3pp |
| Annual return | 11.86% | 21.47%-9.6pp | 25.88%-14.0pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $2,226 | $1,887+18.0% | $2,428-8.3% | $2,032+9.6% |
| Participant deferral / active EE | $2,316 | $3,568-35.1% | $3,706-37.5% | $3,224-28.2% |
| Admin fee / account holder | $59 | $97-39.3% | $5,608-98.9% | $110-46.6% |