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 9-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 |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,781 | $46,173-11.7% | $170,442-76.1% | $69,631-41.4% |
| Participation rate | 78.1% | 63.9%+14.2pp | 83.6%-5.5pp | 70.7%+7.4pp |
| Annual return | 10.44% | 21.62%-11.2pp | 205.93%-195.5pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $2,524 | $1,610+56.8% | $5,433-53.5% | $2,032+24.2% |
| Participant deferral / active EE | $2,141 | $2,080+2.9% | $4,939-56.6% | $3,224-33.6% |
| Admin fee / account holder | $5 | $116-95.7% | $13,880-100.0% | $110-95.5% |