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 | $29,095 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,762 | $39,245+16.6% | $64,105-28.6% | $52,331-12.6% |
| Participation rate | 63.8% | 58.2%+5.5pp | 68.2%-4.4pp | 68.1%-4.3pp |
| Annual return | 0.17% | 14.79%-14.6pp | 791.24%-791.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,058 | $736+43.7% | $1,820-41.9% | $1,882-43.8% |
| Participant deferral / active EE | $2,633 | $1,992+32.2% | $2,822-6.7% | $3,022-12.9% |
| Admin fee / account holder | $32 | $592-94.6% | $4,499-99.3% | $592-94.6% |