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 52 · EIN 13-5674085 | Indirect Investment Fees | $40,555 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,226 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | 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 | $54,616 | $65,376-16.5% | $87,100-37.3% | $65,185-16.2% |
| Participation rate | 96.8% | 75.3%+21.5pp | 76.9%+19.9pp | 70.2%+26.6pp |
| Annual return | 19.81% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,767 | $1,822-3.1% | $2,521-29.9% | $2,177-18.8% |
| Participant deferral / active EE | $3,071 | $3,388-9.4% | $4,049-24.1% | $3,514-12.6% |
| Admin fee / account holder | $80 | $520-84.6% | $7,497-98.9% | $847-90.6% |