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 | $49,909 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,507 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,541 | $59,186-63.6% | $76,768-71.9% | $56,287-61.7% |
| Participation rate | 70.5% | 75.2%-4.7pp | 77.0%-6.5pp | 69.9%+0.6pp |
| Annual return | -5.17% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,154 | $1,759-34.4% | $2,485-53.6% | $2,111-45.4% |
| Participant deferral / active EE | $2,367 | $3,255-27.3% | $3,852-38.5% | $3,350-29.3% |
| Admin fee / account holder | $18 | $489-96.4% | $6,675-99.7% | $521-96.6% |