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 | $35,118 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,781 |
ADP BROKER-DEALER6+ 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 | $88,090 | $54,573+61.4% | $90,951-3.1% | $73,488+19.9% |
| Participation rate | 72.8% | 61.2%+11.6pp | 69.0%+3.8pp | 70.7%+2.1pp |
| Annual return | 13.23% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $498 | $991-49.8% | $2,122-76.5% | $2,270-78.1% |
| Participant deferral / active EE | $3,990 | $2,517+58.5% | $3,373+18.3% | $3,740+6.7% |
| Admin fee / account holder | $36 | $521-93.2% | $5,959-99.4% | $513-93.0% |