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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS, INC Service code 15 · EIN 04-2442399 | Recordkeeping | $25,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,290 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,168 | $37,591+110.6% | $90,645-12.7% | $55,725+42.1% |
| Participation rate | 39.0% | 66.4%-27.4pp | 74.0%-35.0pp | 70.9%-31.8pp |
| Annual return | -3.90% | -3.20%-0.7pp | 1.88%-5.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $990 | $2,643-62.6% | $3,425-71.1% | $3,356-70.5% |
| Admin fee / account holder | $158 | $100+57.6% | $4,994-96.8% | $115+36.8% |