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 | $120,194 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,431 |
ADP BROKER-DEALER5+ 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 | $66,075 | $69,159-4.5% | $125,175-47.2% | $67,579-2.2% |
| Participation rate | 84.9% | 78.2%+6.7pp | 79.8%+5.1pp | 71.3%+13.6pp |
| Annual return | 25.12% | 27.12%-2.0pp | 43.79%-18.7pp | 378.56%-353.4pp |
| Employer contribution / active EE | $2,237 | $2,023+10.6% | $3,865-42.1% | $2,148+4.2% |
| Participant deferral / active EE | $5,022 | $3,700+35.8% | $4,937+1.7% | $3,539+41.9% |
| Admin fee / account holder | $71 | $142-49.6% | $9,702-99.3% | $142-49.8% |