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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,486 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO Service code 49 4855 TECHNOLOGY WAY · BOCA RATON, FL 33431 | 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 | $30,710 | $66,813-54.0% | $100,516-69.4% | $73,488-58.2% |
| Participation rate | 84.7% | 77.5%+7.3pp | 79.4%+5.3pp | 70.7%+14.1pp |
| Annual return | 20.93% | 25.70%-4.8pp | 30.89%-10.0pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,555 | $2,147-27.6% | $3,418-54.5% | $2,270-31.5% |
| Participant deferral / active EE | $4,175 | $5,883-29.0% | $6,270-33.4% | $3,740+11.6% |
| Admin fee / account holder | $7 | $512-98.7% | $8,081-99.9% | $513-98.7% |