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 | $55,443 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,560 |
ADP BROKER-DEALER1+ 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 | $17,582 | $33,745-47.9% | $64,105-72.6% | $55,191-68.1% |
| Participation rate | 75.0% | 59.4%+15.7pp | 68.2%+6.9pp | 69.2%+5.9pp |
| Annual return | 0.39% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,109 | $641+229.1% | $1,820+15.9% | $1,899+11.1% |
| Participant deferral / active EE | $1,862 | $1,929-3.5% | $2,822-34.0% | $3,046-38.9% |
| Admin fee / account holder | $29 | $94-69.7% | $4,499-99.4% | $91-68.5% |