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 15 · EIN 13-3689044 | Recordkeeping | $1,797 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
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 | $124,361 | $85,766+45.0% | $136,294-8.8% | $70,131+77.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.99% | 31.45%-12.5pp | 5155.94%-5136.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,189 | $2,966-59.9% | $4,695-74.7% | $2,342-49.2% |
| Participant deferral / active EE | $9,156 | $5,051+81.3% | $6,247+46.6% | $3,332+174.8% |
| Admin fee / account holder | $24 | $5,420-99.5% | $9,243-99.7% | $4,645-99.5% |