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 | $39,517 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,615 |
ADP BROKER-DEALER4+ 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 | $30,221 | $28,109+7.5% | $71,086-57.5% | $56,287-46.3% |
| Participation rate | 76.3% | 40.4%+35.9pp | 54.7%+21.7pp | 69.9%+6.5pp |
| Annual return | -6.21% | -615.05%+608.8pp | 650.59%-656.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,111 | $558+99.2% | $1,088+2.1% | $2,111-47.4% |
| Participant deferral / active EE | $2,029 | $1,116+81.8% | $1,874+8.2% | $3,350-39.4% |
| Admin fee / account holder | $33 | $585-94.3% | $3,082-98.9% | $521-93.6% |