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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,287 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 8219 LEESBURG PIKE · VIENNA, VA 22182 | 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 | $31,545 | $155,795-79.8% | $136,294-76.9% | $69,631-54.7% |
| Participation rate | 88.7% | 75.2%+13.4pp | 81.9%+6.8pp | 70.7%+18.0pp |
| Annual return | 24.57% | 232464.33%-232439.8pp | 5155.94%-5131.4pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $1,742 | $2,991-41.8% | $4,695-62.9% | $2,032-14.3% |
| Participant deferral / active EE | $6,575 | $5,394+21.9% | $6,247+5.2% | $3,224+104.0% |
| Admin fee / account holder | $15 | $128-88.4% | $9,243-99.8% | $110-86.5% |