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 | $40,253 |
ADP BROKER-DEALER1+ 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 | $43,003 | $70,002-38.6% | $115,037-62.6% | $52,331-17.8% |
| Participation rate | 96.8% | 72.1%+24.7pp | 81.4%+15.4pp | 68.1%+28.7pp |
| Annual return | 3.56% | 4.04%-0.5pp | 26.14%-22.6pp | 4.54%-1.0pp |
| Employer contribution / active EE | $5,397 | $2,715+98.8% | $4,608+17.1% | $1,882+186.8% |
| Participant deferral / active EE | $8,923 | $4,920+81.4% | $6,026+48.1% | $3,022+195.2% |
| Admin fee / account holder | $10 | $566-98.2% | $8,175-99.9% | $592-98.3% |