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-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,415 | $69,362-67.7% | $101,248-77.9% | $73,488-69.5% |
| Participation rate | 83.1% | 68.4%+14.7pp | 75.8%+7.3pp | 70.7%+12.4pp |
| Annual return | -7.12% | 18.46%-25.6pp | 46.47%-53.6pp | 28.51%-35.6pp |
| Employer contribution / active EE | $622 | $2,628-76.3% | $3,660-83.0% | $2,270-72.6% |
| Participant deferral / active EE | $2,696 | $3,300-18.3% | $4,370-38.3% | $3,740-27.9% |
| Admin fee / account holder | $14 | $704-98.0% | $5,945-99.8% | $513-97.3% |