Filed January 6, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $66,148 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,674 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,158 | $56,767-34.5% | $101,794-63.5% | $85,563-56.6% |
| Participation rate | 93.2% | 57.6%+35.6pp | 69.2%+24.0pp | 66.0%+27.2pp |
| Annual return | 18.16% | 17.76%+0.4pp | 30.53%-12.4pp | 31.51%-13.3pp |
| Employer contribution / active EE | $2 | $1,112-99.8% | $2,289-99.9% | $2,654-99.9% |
| Participant deferral / active EE | $3,488 | $2,720+28.2% | $4,084-14.6% | $4,375-20.3% |
| Admin fee / account holder | $187 | $1,098-83.0% | $8,777-97.9% | $834-77.6% |