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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $830 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NEW ENGLAND SECURITIES2 years Filed as: NEW ENGLAND SECURITIES CORPORATION Service code 49 301 EDGEWATER PLACE · WAKEFIELD, MA 01880 | Other Services | $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 | $45,521 | $80,753-43.6% | $136,294-66.6% | $62,292-26.9% |
| Participation rate | 74.1% | 73.5%+0.6pp | 81.9%-7.8pp | 69.5%+4.6pp |
| Annual return | 18.44% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,493 | $2,884-48.2% | $4,695-68.2% | $2,042-26.9% |
| Participant deferral / active EE | $4,749 | $5,164-8.0% | $6,247-24.0% | $3,169+49.9% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.0% |