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 | $36,430 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,348 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $24,579 | $41,854-41.3% | $73,843-66.7% | $52,331-53.0% |
| Participation rate | 85.3% | 66.2%+19.1pp | 73.4%+11.9pp | 68.1%+17.2pp |
| Annual return | -1.62% | 2.11%-3.7pp | 2267.84%-2269.5pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,232 | $1,920-35.8% | $2,787-55.8% | $1,882-34.5% |
| Participant deferral / active EE | $1,509 | $2,498-39.6% | $3,583-57.9% | $3,022-50.1% |
| Admin fee / account holder | $47 | $493-90.4% | $4,880-99.0% | $592-92.0% |