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 | $53,283 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,465 |
ADP BROKER-DEALER2+ 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 | $23,479 | $42,582-44.9% | $171,082-86.3% | $57,658-59.3% |
| Participation rate | 48.0% | 63.9%-15.9pp | 76.7%-28.7pp | 70.2%-22.2pp |
| Annual return | 5.25% | 308.67%-303.4pp | 32.56%-27.3pp | 5.13%+0.1pp |
| Employer contribution / active EE | $657 | $1,306-49.7% | $4,002-83.6% | $1,974-66.7% |
| Participant deferral / active EE | $1,080 | $2,933-63.2% | $4,797-77.5% | $3,061-64.7% |
| Admin fee / account holder | $29 | $82-64.9% | $8,520-99.7% | $95-69.4% |