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 | $103,648 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,321 |
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.
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 | $9,847 | $22,291-55.8% | $69,182-85.8% | $63,975-84.6% |
| Participation rate | 34.0% | 35.3%-1.2pp | 55.1%-21.1pp | 71.1%-37.1pp |
| Annual return | 138.87% | 9.30%+129.6pp | -21.93%+160.8pp | 48.65%+90.2pp |
| Employer contribution / active EE | $329 | $325+1.0% | $1,206-72.7% | $2,182-84.9% |
| Participant deferral / active EE | $853 | $808+5.6% | $1,897-55.0% | $3,356-74.6% |
| Admin fee / account holder | $14 | $73-80.6% | $2,697-99.5% | $70-79.9% |