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 | $52,110 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,183 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,011 | $63,299+7.4% | $91,001-25.3% | $62,292+9.2% |
| Participation rate | 89.6% | 73.3%+16.2pp | 75.6%+14.0pp | 69.5%+20.0pp |
| Annual return | 12.91% | 20.99%-8.1pp | 4.60%+8.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,214 | $1,807-32.8% | $2,456-50.6% | $2,042-40.6% |
| Participant deferral / active EE | $3,858 | $2,943+31.1% | $3,547+8.8% | $3,169+21.7% |
| Admin fee / account holder | $34 | $468-92.7% | $5,417-99.4% | $479-92.9% |