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 | $52,756 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,464 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,982 | $65,376-29.7% | $87,100-47.2% | $65,185-29.5% |
| Participation rate | 68.6% | 75.3%-6.7pp | 76.9%-8.3pp | 70.2%-1.6pp |
| Annual return | 21.37% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,174 | $1,822-35.6% | $2,521-53.4% | $2,177-46.0% |
| Participant deferral / active EE | $2,409 | $3,388-28.9% | $4,049-40.5% | $3,514-31.4% |
| Admin fee / account holder | $50 | $520-90.4% | $7,497-99.3% | $847-94.1% |