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 7-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 27 · EIN 31-1237051 | Advisory (Plan) | $18,728 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,898 |
ADP BROKER-DEALER3+ 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 | $61,528 | $69,362-11.3% | $101,248-39.2% | $73,488-16.3% |
| Participation rate | 96.2% | 68.4%+27.8pp | 75.8%+20.3pp | 70.7%+25.5pp |
| Annual return | 17.64% | 18.46%-0.8pp | 46.47%-28.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,521 | $2,628-42.1% | $3,660-58.4% | $2,270-33.0% |
| Participant deferral / active EE | $6,649 | $3,300+101.5% | $4,370+52.1% | $3,740+77.8% |
| Admin fee / account holder | $137 | $704-80.6% | $5,945-97.7% | $513-73.4% |