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 | $34,051 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,610 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,315 | $62,586+106.6% | $76,768+68.4% | $64,186+101.5% |
| Participation rate | 87.2% | 72.8%+14.4pp | 77.0%+10.3pp | 69.6%+17.7pp |
| Annual return | -7.35% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,456 | $1,832-20.5% | $2,485-41.4% | $2,381-38.9% |
| Participant deferral / active EE | $8,159 | $3,145+159.5% | $3,852+111.8% | $3,470+135.2% |
| Admin fee / account holder | $340 | $4,667-92.7% | $6,675-94.9% | $4,888-93.1% |