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 | $41,683 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,469 |
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 | $23,222 | $57,435-59.6% | $105,218-77.9% | $55,191-57.9% |
| Participation rate | 73.8% | 71.3%+2.4pp | 77.2%-3.4pp | 69.2%+4.6pp |
| Annual return | -1.96% | 2.97%-4.9pp | 5.33%-7.3pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,007 | $1,920-47.5% | $3,255-69.1% | $1,899-47.0% |
| Participant deferral / active EE | $1,758 | $3,495-49.7% | $4,867-63.9% | $3,046-42.3% |
| Admin fee / account holder | $49 | $70-31.0% | $6,992-99.3% | $91-46.5% |