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 | $18,675 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,244 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,370 | $62,586-41.9% | $76,768-52.6% | $64,186-43.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,053 | $1,832+12.0% | $2,485-17.4% | $2,381-13.8% |
| Participant deferral / active EE | $3,663 | $3,145+16.5% | $3,852-4.9% | $3,470+5.6% |
| Admin fee / account holder | $14 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |