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 | $122,515 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $47,659 |
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 | $15,423 | $35,366-56.4% | $90,645-83.0% | $75,289-79.5% |
| Participation rate | 90.4% | 57.3%+33.1pp | 74.0%+16.4pp | 72.4%+18.0pp |
| Annual return | -4.72% | -2.19%-2.5pp | 1.88%-6.6pp | -0.04%-4.7pp |
| Employer contribution / active EE | $2,191 | $916+139.2% | $2,532-13.5% | $2,405-8.9% |
| Participant deferral / active EE | $2,380 | $1,998+19.1% | $3,425-30.5% | $3,739-36.4% |
| Admin fee / account holder | $34 | $59-42.9% | $4,994-99.3% | $102-67.1% |