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 | $30,828 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,285 |
ADP BROKER-DEALER4+ 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 | $23,153 | $44,873-48.4% | $79,464-70.9% | $56,287-58.9% |
| Participation rate | 96.4% | 68.7%+27.7pp | 73.3%+23.1pp | 69.9%+26.6pp |
| Annual return | -5.01% | 0.81%-5.8pp | 718.14%-723.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,458 | $2,140-31.9% | $2,800-47.9% | $2,111-30.9% |
| Participant deferral / active EE | $2,103 | $2,746-23.4% | $3,704-43.2% | $3,350-37.2% |
| Admin fee / account holder | $87 | $418-79.3% | $5,113-98.3% | $521-83.3% |