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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $59,677 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $38,247 |
ADP BROKER-DEALER2 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 | $51,488 | $73,404-29.9% | $87,100-40.9% | $67,579-23.8% |
| Participation rate | 99.6% | 80.9%+18.8pp | 76.9%+22.8pp | 71.3%+28.4pp |
| Annual return | 17.81% | 48.29%-30.5pp | 28.19%-10.4pp | 378.56%-360.8pp |
| Employer contribution / active EE | $2,319 | $2,014+15.1% | $2,521-8.0% | $2,148+8.0% |
| Participant deferral / active EE | $2,393 | $3,913-38.8% | $4,049-40.9% | $3,539-32.4% |
| Admin fee / account holder | $294 | $142+107.7% | $7,497-96.1% | $142+106.7% |