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-DEALER1 year Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $4,875 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 49 7600 W HWY 146 · PEWEE VALLEY, KY 40056 | Other Services | $0 |
Participant contribution per participant 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 | $36,160 | $63,905-43.4% | $74,183-51.3% | $57,658-37.3% |
| Participation rate | 79.7% | 79.8%-0.1pp | 76.6%+3.1pp | 70.2%+9.5pp |
| Annual return | 6.79% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $605 | $1,840-67.1% | $2,370-74.5% | $1,974-69.4% |
| Participant deferral / active EE | $1,382 | $3,448-59.9% | $3,550-61.1% | $3,061-54.9% |
| Admin fee / account holder | $17 | $91-81.1% | $5,586-99.7% | $95-81.8% |