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 | $38,675 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,308 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $61,880 | $63,924-3.2% | $108,579-43.0% | $55,167+12.2% |
| Participation rate | 95.4% | 74.3%+21.0pp | 79.6%+15.8pp | 69.0%+26.4pp |
| Annual return | 10.50% | 15.31%-4.8pp | -51.70%+62.2pp | 169.23%-158.7pp |
| Employer contribution / active EE | $2 | $1,879-99.9% | $3,758-99.9% | $1,963-99.9% |
| Participant deferral / active EE | $3,858 | $3,067+25.8% | $4,311-10.5% | $3,054+26.3% |
| Admin fee / account holder | $15 | $618-97.5% | $7,645-99.8% | $504-96.9% |