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 | $139,464 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,575 |
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 | $51,572 | $62,267-17.2% | $110,238-53.2% | $55,725-7.5% |
| Participation rate | 81.6% | 78.1%+3.5pp | 79.8%+1.8pp | 70.9%+10.8pp |
| Annual return | -5.95% | -1.07%-4.9pp | 314.74%-320.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $2,133 | $1,941+9.9% | $3,826-44.3% | $2,078+2.6% |
| Participant deferral / active EE | $4,676 | $3,516+33.0% | $4,672+0.1% | $3,356+39.3% |
| Admin fee / account holder | $10 | $121-92.0% | $8,547-99.9% | $115-91.6% |