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 | $12,857 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,609 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $42,222 | $112,096-62.3% | $95,952-56.0% | $158,922-73.4% |
| Participation rate | 82.6% | 79.0%+3.6pp | 77.1%+5.5pp | 82.0%+0.7pp |
| Annual return | 10.48% | 171.09%-160.6pp | 91.61%-81.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,482 | $3,198+8.9% | $2,541+37.0% | $4,761-26.9% |
| Participant deferral / active EE | $9,599 | $4,784+100.7% | $4,167+130.4% | $5,982+60.5% |
| Admin fee / account holder | $75 | $10,130-99.3% | $6,795-98.9% | $11,246-99.3% |