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 52 · EIN 13-5674085 | Indirect Investment Fees | $123,462 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,450 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,316 | $72,770-46.0% | $67,652-41.9% | $55,191-28.8% |
| Participation rate | 64.0% | 78.8%-14.8pp | 75.7%-11.7pp | 69.2%-5.2pp |
| Annual return | -0.78% | -3.26%+2.5pp | 6625.04%-6625.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,133 | $1,769-36.0% | $2,266-50.0% | $1,899-40.3% |
| Participant deferral / active EE | $2,224 | $3,408-34.8% | $3,560-37.5% | $3,046-27.0% |
| Admin fee / account holder | $42 | $79-46.3% | $4,821-99.1% | $91-53.4% |