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 | $34,965 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,499 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,779 | $59,159-37.8% | $159,960-77.0% | $66,914-45.0% |
| Participation rate | 78.2% | 68.1%+10.1pp | 78.0%+0.2pp | 69.8%+8.4pp |
| Annual return | -17.58% | -12.26%-5.3pp | 408.60%-426.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $868 | $1,983-56.2% | $4,226-79.5% | $2,544-65.9% |
| Participant deferral / active EE | $3,364 | $4,395-23.5% | $6,182-45.6% | $4,237-20.6% |
| Admin fee / account holder | $94 | $591-84.2% | $8,698-98.9% | $593-84.2% |