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 15 · EIN 13-5674085 | Recordkeeping | $11,102 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,523 |
ADP BROKER-DEALER6+ 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 | $24,952 | $54,590-54.3% | $81,930-69.5% | $73,488-66.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 10.68% | 17.74%-7.1pp | 29.49%-18.8pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,320 | $1,636-19.3% | $4,310-69.4% | $2,270-41.8% |
| Participant deferral / active EE | $2,821 | $2,759+2.3% | $7,107-60.3% | $3,740-24.6% |
| Admin fee / account holder | $72 | $592-87.9% | $5,158-98.6% | $513-86.1% |