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 |
|---|---|---|
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 | $73,299 | $58,726+24.8% | $92,233-20.5% | $62,292+17.7% |
| Participation rate | 89.9% | 68.3%+21.6pp | 76.5%+13.4pp | 69.5%+20.4pp |
| Annual return | 16.05% | 43.62%-27.6pp | 176.28%-160.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $5,132 | $2,392+114.6% | $3,679+39.5% | $2,042+151.3% |
| Participant deferral / active EE | $5,675 | $2,766+105.2% | $3,897+45.6% | $3,169+79.1% |
| Admin fee / account holder | $13 | $556-97.6% | $5,194-99.7% | $479-97.2% |