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 | $131,322 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,171 |
ADP BROKER-DEALER6+ 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 | $76,575 | $78,419-2.4% | $133,956-42.8% | $73,409+4.3% |
| Participation rate | 88.3% | 78.6%+9.7pp | 79.8%+8.4pp | 72.2%+16.1pp |
| Annual return | 15.70% | 33.35%-17.7pp | 45.09%-29.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,310 | $2,044+13.0% | $3,919-41.1% | $2,234+3.4% |
| Participant deferral / active EE | $5,087 | $3,925+29.6% | $5,048+0.8% | $3,805+33.7% |
| Admin fee / account holder | $104 | $161-35.4% | $8,927-98.8% | $158-34.0% |