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-DEALER4+ 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 | $18,946 | $44,734-57.6% | $99,443-80.9% | $67,579-72.0% |
| Participation rate | 81.9% | 66.2%+15.7pp | 73.8%+8.0pp | 71.3%+10.6pp |
| Annual return | 2.76% | 32.45%-29.7pp | 30.72%-28.0pp | 378.56%-375.8pp |
| Employer contribution / active EE | $463 | $1,261-63.2% | $2,540-81.8% | $2,148-78.4% |
| Participant deferral / active EE | $1,592 | $2,731-41.7% | $3,619-56.0% | $3,539-55.0% |
| Admin fee / account holder | $2 | $120-98.6% | $6,250-100.0% | $142-98.9% |