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 | $33,747 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,242 |
ADP BROKER-DEALER2 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 | $52,296 | $52,953-1.2% | $172,739-69.7% | $65,185-19.8% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.4pp | 70.2%+26.9pp |
| Annual return | 25.79% | 30.12%-4.3pp | 802.84%-777.1pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,300 | $2,190-40.6% | $5,143-74.7% | $2,177-40.3% |
| Participant deferral / active EE | $5,713 | $2,471+131.2% | $5,198+9.9% | $3,514+62.6% |
| Admin fee / account holder | $32 | $472-93.3% | $13,954-99.8% | $847-96.3% |