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 | $5,245 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,721 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,062 | $42,548+24.7% | $74,550-28.8% | $56,287-5.7% |
| Participation rate | 84.2% | 60.5%+23.7pp | 69.1%+15.0pp | 69.9%+14.3pp |
| Annual return | -5.48% | 12.40%-17.9pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,458 | $855+70.6% | $1,961-25.6% | $2,111-30.9% |
| Participant deferral / active EE | $4,792 | $2,277+110.4% | $3,108+54.2% | $3,350+43.1% |
| Admin fee / account holder | $26 | $467-94.5% | $5,060-99.5% | $521-95.0% |