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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,850 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,338 | $75,183-11.8% | $123,892-46.5% | $55,167+20.3% |
| Participation rate | 81.4% | 72.8%+8.6pp | 81.4%0pp | 69.0%+12.4pp |
| Annual return | 11.79% | 19.01%-7.2pp | 47.52%-35.7pp | 169.23%-157.4pp |
| Employer contribution / active EE | $2,729 | $2,823-3.3% | $4,617-40.9% | $1,963+39.0% |
| Participant deferral / active EE | $5,985 | $5,084+17.7% | $5,9840% | $3,054+96.0% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.4% |