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 | $80,483 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,230 |
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 | $57,967 | $74,024-21.7% | $77,999-25.7% | $57,658+0.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 75.5%+12.0pp | 70.2%+17.3pp |
| Annual return | 11.17% | 12.14%-1.0pp | 425.96%-414.8pp | 5.13%+6.0pp |
| Employer contribution / active EE | $3,132 | $2,365+32.4% | $2,470+26.8% | $1,974+58.7% |
| Participant deferral / active EE | $4,577 | $3,533+29.5% | $3,497+30.9% | $3,061+49.5% |
| Admin fee / account holder | $44 | $93-52.8% | $5,480-99.2% | $95-53.5% |