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 |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $46,641 | $60,349-22.7% | $74,183-37.1% | $62,891-25.8% |
| Participation rate | 91.3% | 72.7%+18.6pp | 76.6%+14.7pp | 69.3%+22.0pp |
| Annual return | -1.46% | 21.37%-22.8pp | 17.74%-19.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $1,389 | $1,680-17.3% | $2,370-41.4% | $2,281-39.1% |
| Participant deferral / active EE | $2,238 | $2,856-21.6% | $3,550-37.0% | $3,203-30.1% |
| Admin fee / account holder | $48 | $4,261-98.9% | $5,586-99.1% | $4,296-98.9% |