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 9-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 |
|---|---|---|
ADP BROKER-DEALER3+ 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 | $77,417 | $60,396+28.2% | $111,392-30.5% | $56,287+37.5% |
| Participation rate | 86.5% | 72.4%+14.1pp | 78.9%+7.7pp | 69.9%+16.7pp |
| Annual return | -5.35% | 20.26%-25.6pp | -2.06%-3.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $6,586 | $3,459+90.4% | $4,328+52.2% | $2,111+212.0% |
| Participant deferral / active EE | $9,428 | $4,421+113.3% | $5,567+69.4% | $3,350+181.5% |
| Admin fee / account holder | $0 | $610-100.0% | $12,266-100.0% | $521-100.0% |