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 | $27,325 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,334 |
ADP BROKER-DEALER6+ 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 | $70,547 | $91,190-22.6% | $178,490-60.5% | $79,858-11.7% |
| Participation rate | 68.8% | 69.2%-0.5pp | 81.9%-13.2pp | 69.6%-0.9pp |
| Annual return | 13.06% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $835 | $3,256-74.4% | $5,011-83.3% | $2,471-66.2% |
| Participant deferral / active EE | $3,368 | $3,236+4.1% | $5,202-35.3% | $3,740-9.9% |
| Admin fee / account holder | $184 | $6,751-97.3% | $13,984-98.7% | $5,306-96.5% |