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 | $42,763 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,030 |
ADP BROKER-DEALER1 year 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 | $86,572 | $84,233+2.8% | $170,442-49.2% | $70,131+23.4% |
| Participation rate | 91.5% | 70.8%+20.7pp | 83.6%+7.9pp | 69.5%+21.9pp |
| Annual return | 16.62% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,230 | $3,387-4.6% | $5,433-40.6% | $2,342+37.9% |
| Participant deferral / active EE | $8,933 | $3,086+189.5% | $4,939+80.8% | $3,332+168.1% |
| Admin fee / account holder | $9 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |