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 |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $45,934 | $71,802-36.0% | $133,980-65.7% | $57,658-20.3% |
| Participation rate | 74.0% | 85.5%-11.5pp | 87.1%-13.1pp | 70.2%+3.8pp |
| Annual return | 14.43% | 13.51%+0.9pp | 29.30%-14.9pp | 5.13%+9.3pp |
| Employer contribution / active EE | $5,395 | $3,161+70.6% | $5,211+3.5% | $1,974+173.3% |
| Participant deferral / active EE | $10,779 | $4,606+134.0% | $6,282+71.6% | $3,061+252.2% |
| Admin fee / account holder | $20 | $88-77.6% | $9,324-99.8% | $95-79.2% |