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 | $164,771 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,046 |
ADP BROKER-DEALER5+ 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 | $40,629 | $73,404-44.6% | $87,100-53.4% | $67,579-39.9% |
| Participation rate | 93.2% | 80.9%+12.4pp | 76.9%+16.4pp | 71.3%+22.0pp |
| Annual return | 24.44% | 48.29%-23.9pp | 28.19%-3.7pp | 378.56%-354.1pp |
| Employer contribution / active EE | $1,979 | $2,014-1.7% | $2,521-21.5% | $2,148-7.8% |
| Participant deferral / active EE | $3,067 | $3,913-21.6% | $4,049-24.2% | $3,539-13.3% |
| Admin fee / account holder | $17 | $142-88.2% | $7,497-99.8% | $142-88.3% |