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 | $123,554 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,418 |
ADP BROKER-DEALER3+ 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 | $54,995 | $71,666-23.3% | $117,854-53.3% | $69,631-21.0% |
| Participation rate | 74.1% | 77.5%-3.5pp | 79.7%-5.6pp | 70.7%+3.4pp |
| Annual return | 20.22% | 18.86%+1.4pp | 335.08%-314.9pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $1,898 | $1,889+0.5% | $3,786-49.9% | $2,032-6.6% |
| Participant deferral / active EE | $4,070 | $3,340+21.9% | $4,482-9.2% | $3,224+26.3% |
| Admin fee / account holder | $13 | $120-89.5% | $8,020-99.8% | $110-88.5% |