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 5-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 20-3168699 | Recordkeeping | $32,022 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,667 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $152,771 | $78,422+94.8% | $95,952+59.2% | $79,858+91.3% |
| Participation rate | 92.8% | 73.5%+19.3pp | 77.1%+15.7pp | 69.6%+23.2pp |
| Annual return | 8.45% | 19.37%-10.9pp | 91.61%-83.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $3,509 | $1,945+80.4% | $2,541+38.1% | $2,471+42.0% |
| Participant deferral / active EE | $7,398 | $3,440+115.1% | $4,167+77.6% | $3,740+97.8% |
| Admin fee / account holder | $197 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |