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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,562 |
CK FINANCIAL LLC1 year Service code 15 · EIN 46-2725880 | Recordkeeping | $7,433 |
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 | $47,167 | $73,102-35.5% | $123,544-61.8% | $56,287-16.2% |
| Participation rate | 83.3% | 74.3%+9.0pp | 82.3%+1.0pp | 69.9%+13.5pp |
| Annual return | -4.78% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,231 | $5,423+51.8% | $6,426+28.1% | $3,350+145.7% |
| Admin fee / account holder | $174 | $554-68.7% | $9,284-98.1% | $521-66.7% |