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 9-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-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $15,154 | $43,411-65.1% | $94,993-84.0% | $69,631-78.2% |
| Participation rate | 74.4% | 64.4%+10.0pp | 73.9%+0.5pp | 70.7%+3.7pp |
| Annual return | 10.42% | 22.54%-12.1pp | 27.12%-16.7pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $369 | $1,202-69.3% | $2,603-85.8% | $2,032-81.8% |
| Participant deferral / active EE | $1,198 | $2,384-49.8% | $3,317-63.9% | $3,224-62.8% |
| Admin fee / account holder | $12 | $87-86.0% | $4,960-99.8% | $110-88.9% |