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 | $64,114 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,125 |
ADP BROKER-DEALER3 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 | $55,844 | $42,396+31.7% | $67,313-17.0% | $56,287-0.8% |
| Participation rate | 71.5% | 61.0%+10.5pp | 69.1%+2.4pp | 69.9%+1.6pp |
| Annual return | -4.04% | -36.63%+32.6pp | -4.08%0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,010 | $1,414-28.5% | $2,566-60.6% | $2,111-52.1% |
| Participant deferral / active EE | $3,146 | $2,360+33.3% | $3,568-11.8% | $3,350-6.1% |
| Admin fee / account holder | $14 | $510-97.3% | $4,507-99.7% | $521-97.3% |