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 15 · EIN 13-5674085 | Recordkeeping | $46,406 |
O'CONNOR DAVIES, LLP3 years Filed as: O'CONNOR & DREW, P.C. Service code 15 · EIN 04-3000523 | Recordkeeping | $9,620 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $825 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $33,866 | $64,286-47.3% | $106,387-68.2% | $55,725-39.2% |
| Participation rate | 89.1% | 75.2%+13.9pp | 77.5%+11.7pp | 70.9%+18.3pp |
| Annual return | -4.54% | 0.84%-5.4pp | 0.25%-4.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,904 | $4,158-6.1% | $5,421-28.0% | $3,356+16.4% |
| Admin fee / account holder | $91 | $102-11.5% | $7,510-98.8% | $115-21.4% |