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 | $51,555 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,339 |
ADP BROKER-DEALER2+ 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 | $51,706 | $51,244+0.9% | $80,975-36.1% | $55,167-6.3% |
| Participation rate | 78.6% | 71.7%+6.9pp | 75.8%+2.8pp | 69.0%+9.6pp |
| Annual return | 8.48% | 17.39%-8.9pp | 17.10%-8.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,956 | $1,770+10.5% | $3,714-47.3% | $1,963-0.3% |
| Participant deferral / active EE | $4,668 | $4,418+5.7% | $5,696-18.1% | $3,054+52.8% |
| Admin fee / account holder | $7 | $398-98.2% | $5,516-99.9% | $504-98.5% |