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 | $39,044 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,435 |
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 | $69,949 | $42,548+64.4% | $74,550-6.2% | $56,287+24.3% |
| Participation rate | 75.7% | 60.5%+15.2pp | 69.1%+6.5pp | 69.9%+5.8pp |
| Annual return | -7.24% | 12.40%-19.6pp | 32.53%-39.8pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,305 | $855+52.6% | $1,961-33.5% | $2,111-38.2% |
| Participant deferral / active EE | $3,617 | $2,277+58.8% | $3,108+16.4% | $3,350+8.0% |
| Admin fee / account holder | $67 | $467-85.7% | $5,060-98.7% | $521-87.1% |