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 | $38,797 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,574 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | 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 | $15,465 | $31,252-50.5% | $75,826-79.6% | $55,725-72.2% |
| Participation rate | 89.6% | 71.3%+18.3pp | 68.2%+21.4pp | 70.9%+18.8pp |
| Annual return | -6.99% | 2.84%-9.8pp | 1914.15%-1921.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $0 | $1,260-100.0% | $1,913-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,718 | $2,258-23.9% | $2,862-40.0% | $3,356-48.8% |
| Admin fee / account holder | $41 | $91-55.3% | $4,726-99.1% | $115-64.5% |