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 | $41,998 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,474 |
ADP BROKER-DEALER3+ 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 | $27,256 | $50,637-46.2% | $86,590-68.5% | $62,292-56.2% |
| Participation rate | 96.1% | 67.9%+28.2pp | 73.5%+22.6pp | 69.5%+26.6pp |
| Annual return | 14.35% | 20.80%-6.4pp | 964.84%-950.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,571 | $2,075-24.3% | $2,839-44.7% | $2,042-23.1% |
| Participant deferral / active EE | $2,134 | $2,611-18.3% | $3,609-40.9% | $3,169-32.7% |
| Admin fee / account holder | $49 | $413-88.2% | $4,906-99.0% | $479-89.9% |