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 6-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 | $90,131 |
MACDONALD PAGE & CO.4+ years Service code 15 · EIN 01-0242373 | Recordkeeping | $11,250 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP, LLC Service code 15 · EIN 62-1593846 | Recordkeeping | $8,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,300 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,545 | $58,083+14.6% | $80,019-16.8% | $56,287+18.2% |
| Participation rate | 85.0% | 73.6%+11.4pp | 75.8%+9.1pp | 69.9%+15.1pp |
| Annual return | -3.93% | 34.61%-38.5pp | 11.22%-15.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $951 | $1,932-50.8% | $2,468-61.5% | $2,111-54.9% |
| Participant deferral / active EE | $4,045 | $3,135+29.0% | $3,686+9.8% | $3,350+20.8% |
| Admin fee / account holder | $99 | $623-84.0% | $6,521-98.5% | $521-80.9% |