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 15 · EIN 20-4187012 | Recordkeeping | $14,884 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,152 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,229 | $70,908-64.4% | $98,907-74.5% | $73,488-65.7% |
| Participation rate | 94.2% | 73.8%+20.5pp | 76.0%+18.2pp | 70.7%+23.6pp |
| Annual return | 14.07% | 34.17%-20.1pp | 196.43%-182.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,703 | $2,036-16.3% | $2,689-36.6% | $2,270-25.0% |
| Participant deferral / active EE | $2,707 | $3,500-22.6% | $4,244-36.2% | $3,740-27.6% |
| Admin fee / account holder | $102 | $535-81.0% | $6,642-98.5% | $513-80.2% |