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 | $48,586 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,122 |
ADP BROKER-DEALER2+ 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 | $31,807 | $75,183-57.7% | $123,892-74.3% | $55,167-42.3% |
| Participation rate | 86.3% | 72.8%+13.4pp | 81.4%+4.8pp | 69.0%+17.3pp |
| Annual return | 8.00% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,063 | $2,823-26.9% | $4,617-55.3% | $1,963+5.1% |
| Participant deferral / active EE | $6,998 | $5,084+37.6% | $5,984+16.9% | $3,054+129.1% |
| Admin fee / account holder | $4 | $663-99.3% | $8,357-99.9% | $504-99.1% |