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 | $59,421 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,600 |
ADP BROKER-DEALER3+ 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.
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 | $27,538 | $46,966-41.4% | $185,117-85.1% | $69,631-60.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 77.3%-27.3pp | 70.7%-20.7pp |
| Annual return | 15.57% | 22.36%-6.8pp | 40.50%-24.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $744 | $1,360-45.3% | $4,182-82.2% | $2,032-63.4% |
| Participant deferral / active EE | $1,329 | $3,017-55.9% | $5,045-73.7% | $3,224-58.8% |
| Admin fee / account holder | $21 | $94-77.1% | $8,159-99.7% | $110-80.5% |