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 | $53,782 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,076 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,255 | $64,286-62.3% | $106,387-77.2% | $55,725-56.5% |
| Participation rate | 77.6% | 75.2%+2.4pp | 77.5%+0.1pp | 70.9%+6.7pp |
| Annual return | -3.47% | 0.84%-4.3pp | 0.25%-3.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,618 | $2,367-31.7% | $3,520-54.0% | $2,078-22.2% |
| Participant deferral / active EE | $2,074 | $4,158-50.1% | $5,421-61.7% | $3,356-38.2% |
| Admin fee / account holder | $90 | $102-11.9% | $7,510-98.8% | $115-21.7% |