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 | $31,284 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
ADP BROKER-DEALER2+ 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 | $62,090 | $60,349+2.9% | $74,183-16.3% | $62,891-1.3% |
| Participation rate | 70.7% | 72.7%-2.1pp | 76.6%-6.0pp | 69.3%+1.4pp |
| Annual return | 5.59% | 21.37%-15.8pp | 17.74%-12.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $595 | $1,680-64.6% | $2,370-74.9% | $2,281-73.9% |
| Participant deferral / active EE | $3,335 | $2,856+16.8% | $3,550-6.0% | $3,203+4.1% |
| Admin fee / account holder | $15 | $4,261-99.7% | $5,586-99.7% | $4,296-99.7% |