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 | $26,842 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,590 |
ADP BROKER-DEALER4+ 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 | $54,433 | $28,109+93.7% | $71,086-23.4% | $56,287-3.3% |
| Participation rate | 52.9% | 40.4%+12.4pp | 54.7%-1.8pp | 69.9%-17.0pp |
| Annual return | -5.46% | -615.05%+609.6pp | 650.59%-656.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $872 | $558+56.3% | $1,088-19.9% | $2,111-58.7% |
| Participant deferral / active EE | $1,907 | $1,116+70.9% | $1,874+1.8% | $3,350-43.1% |
| Admin fee / account holder | $73 | $585-87.5% | $3,082-97.6% | $521-85.9% |