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 | $50,392 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,297 |
ADP BROKER-DEALER3+ 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 | $28,176 | $68,544-58.9% | $115,752-75.7% | $69,631-59.5% |
| Participation rate | 75.9% | 74.0%+2.0pp | 77.8%-1.9pp | 70.7%+5.2pp |
| Annual return | 14.64% | 20.97%-6.3pp | 19.41%-4.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,047 | $2,400-56.4% | $3,492-70.0% | $2,032-48.5% |
| Participant deferral / active EE | $1,913 | $3,887-50.8% | $5,204-63.2% | $3,224-40.6% |
| Admin fee / account holder | $44 | $90-51.0% | $6,278-99.3% | $110-59.9% |