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 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,128 | $88,515-42.2% | $162,163-68.5% | $67,579-24.3% |
| Participation rate | 91.3% | 86.8%+4.5pp | 87.6%+3.8pp | 71.3%+20.1pp |
| Annual return | 28.92% | 27.04%+1.9pp | 115.59%-86.7pp | 378.56%-349.6pp |
| Employer contribution / active EE | $822 | $3,563-76.9% | $5,614-85.4% | $2,148-61.7% |
| Participant deferral / active EE | $5,383 | $5,724-6.0% | $7,298-26.2% | $3,539+52.1% |
| Admin fee / account holder | $12 | $124-90.0% | $10,843-99.9% | $142-91.3% |