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 | $33,624 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER1+ 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 | $61,504 | $56,199+9.4% | $67,652-9.1% | $59,632+3.1% |
| Participation rate | 79.3% | 71.5%+7.8pp | 75.7%+3.6pp | 68.7%+10.6pp |
| Annual return | -1.52% | 18505.31%-18506.8pp | 6625.04%-6626.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $903 | $1,614-44.1% | $2,266-60.1% | $2,203-59.0% |
| Participant deferral / active EE | $3,091 | $2,844+8.7% | $3,560-13.2% | $3,192-3.1% |
| Admin fee / account holder | $13 | $3,958-99.7% | $4,821-99.7% | $4,297-99.7% |