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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,996 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT Service code 15 · EIN 20-3287389 | Recordkeeping | $23,452 |
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 | $38,613 | $65,223-40.8% | $80,019-51.7% | $55,725-30.7% |
| Participation rate | 91.7% | 80.6%+11.2pp | 75.8%+15.9pp | 70.9%+20.9pp |
| Annual return | -3.80% | 7.59%-11.4pp | 11.22%-15.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,338 | $2,544-47.4% | $2,468-45.8% | $2,078-35.6% |
| Participant deferral / active EE | $3,215 | $3,881-17.1% | $3,686-12.8% | $3,356-4.2% |
| Admin fee / account holder | $186 | $114+63.1% | $6,521-97.1% | $115+61.7% |