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 | $77,573 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,549 |
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 | $84,507 | $66,302+27.5% | $110,238-23.3% | $56,287+50.1% |
| Participation rate | 94.0% | 74.9%+19.1pp | 79.8%+14.2pp | 69.9%+24.1pp |
| Annual return | -4.85% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,408 | $2,047-31.2% | $3,826-63.2% | $2,111-33.3% |
| Participant deferral / active EE | $4,532 | $3,381+34.0% | $4,672-3.0% | $3,350+35.3% |
| Admin fee / account holder | $9 | $698-98.8% | $8,547-99.9% | $521-98.4% |