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 |
|---|---|---|
DELAP LLP1 year Filed as: DELAP, LLP Service code 15 · EIN 93-0418710 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,062 |
ADP BROKER-DEALER1 year 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 | $44,146 | $50,958-13.4% | $74,550-40.8% | $64,186-31.2% |
| Participation rate | 91.1% | 61.1%+30.1pp | 69.1%+22.0pp | 69.6%+21.5pp |
| Annual return | 0.48% | -1.86%+2.3pp | 32.53%-32.1pp | 7.63%-7.2pp |
| Employer contribution / active EE | $2,491 | $1,115+123.4% | $1,961+27.1% | $2,381+4.6% |
| Participant deferral / active EE | $3,812 | $2,301+65.6% | $3,108+22.7% | $3,470+9.9% |
| Admin fee / account holder | $132 | $4,223-96.9% | $5,060-97.4% | $4,888-97.3% |