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 |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 15 · EIN 34-6565596 | Recordkeeping | $12,922 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,000 |
ADP BROKER-DEALER2 years 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 | $58,240 | $89,739-35.1% | $149,718-61.1% | $62,292-6.5% |
| Participation rate | 76.6% | 85.1%-8.5pp | 87.1%-10.5pp | 69.5%+7.1pp |
| Annual return | 24.90% | 21.01%+3.9pp | 1501.63%-1476.7pp | 28.90%-4.0pp |
| Employer contribution / active EE | $5,085 | $3,233+57.3% | $5,445-6.6% | $2,042+149.0% |
| Participant deferral / active EE | $11,954 | $4,797+149.2% | $6,569+82.0% | $3,169+277.2% |
| Admin fee / account holder | $55 | $551-90.1% | $11,283-99.5% | $479-88.6% |