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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN GLOBAL BOND FUND Service code 15 · EIN 13-4071393 | Recordkeeping | $49,934 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,388 |
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 | $33,954 | $59,186-42.6% | $76,768-55.8% | $56,287-39.7% |
| Participation rate | 88.3% | 75.2%+13.1pp | 77.0%+11.3pp | 69.9%+18.5pp |
| Annual return | -6.10% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,109 | $1,759-36.9% | $2,485-55.4% | $2,111-47.5% |
| Participant deferral / active EE | $2,905 | $3,255-10.8% | $3,852-24.6% | $3,350-13.3% |
| Admin fee / account holder | $273 | $489-44.1% | $6,675-95.9% | $521-47.5% |