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 | $22,957 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,830 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,506 | $73,102-84.3% | $123,544-90.7% | $56,287-79.6% |
| Participation rate | 72.2% | 74.3%-2.1pp | 82.3%-10.1pp | 69.9%+2.3pp |
| Annual return | -5.02% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,980 | $5,423-45.0% | $6,426-53.6% | $3,350-11.0% |
| Admin fee / account holder | $18 | $554-96.8% | $9,284-99.8% | $521-96.6% |