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 | $29,973 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,667 |
ADP BROKER-DEALER4+ 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 | $25,109 | $48,576-48.3% | $169,463-85.2% | $56,287-55.4% |
| Participation rate | 70.3% | 65.8%+4.5pp | 77.8%-7.5pp | 69.9%+0.4pp |
| Annual return | -5.28% | -2.51%-2.8pp | 1.83%-7.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $582 | $1,559-62.7% | $4,159-86.0% | $2,111-72.4% |
| Participant deferral / active EE | $2,004 | $3,275-38.8% | $5,277-62.0% | $3,350-40.2% |
| Admin fee / account holder | $48 | $435-89.0% | $9,109-99.5% | $521-90.8% |