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 | $51,368 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,935 |
ADP BROKER-DEALER4 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 | $66,509 | $47,922+38.8% | $75,886-12.4% | $65,185+2.0% |
| Participation rate | 73.8% | 63.0%+10.8pp | 69.3%+4.5pp | 70.2%+3.6pp |
| Annual return | 19.57% | 24.12%-4.6pp | 30.76%-11.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,119 | $1,557-28.2% | $2,500-55.3% | $2,177-48.6% |
| Participant deferral / active EE | $3,494 | $2,550+37.0% | $3,603-3.0% | $3,514-0.6% |
| Admin fee / account holder | $22 | $532-95.9% | $5,418-99.6% | $847-97.4% |