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 | $28,662 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,435 |
ADP BROKER-DEALER6+ 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 | $181,281 | $78,422+131.2% | $95,952+88.9% | $79,858+127.0% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.6pp |
| Annual return | 21.66% | 19.37%+2.3pp | 91.61%-70.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,167 | $1,945+11.4% | $2,541-14.7% | $2,471-12.3% |
| Participant deferral / active EE | $10,914 | $3,440+217.3% | $4,167+161.9% | $3,740+191.8% |
| Admin fee / account holder | $310 | $5,622-94.5% | $6,795-95.4% | $5,306-94.2% |