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 | $13,611 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,360 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,586 | $80,753-54.7% | $136,294-73.2% | $62,292-41.3% |
| Participation rate | 95.3% | 73.5%+21.7pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 21.81% | 35.83%-14.0pp | 5155.94%-5134.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $2,226 | $2,884-22.8% | $4,695-52.6% | $2,042+9.0% |
| Participant deferral / active EE | $5,888 | $5,164+14.0% | $6,247-5.7% | $3,169+85.8% |
| Admin fee / account holder | $18 | $525-96.5% | $9,243-99.8% | $479-96.2% |