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 9-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 | $21,729 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,910 | $47,848+21.0% | $81,478-28.9% | $70,131-17.4% |
| Participation rate | 56.1% | 58.3%-2.1pp | 68.0%-11.8pp | 69.5%-13.4pp |
| Annual return | -20.04% | 27.25%-47.3pp | 38.78%-58.8pp | 73.14%-93.2pp |
| Employer contribution / active EE | $2,780 | $1,527+82.0% | $2,568+8.3% | $2,342+18.7% |
| Participant deferral / active EE | $5,737 | $2,453+133.9% | $3,537+62.2% | $3,332+72.2% |
| Admin fee / account holder | $15 | $3,145-99.5% | $4,561-99.7% | $4,645-99.7% |