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 9-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 | $24,030 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,949 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,487 | $51,620-33.2% | $90,281-61.8% | $65,185-47.1% |
| Participation rate | 67.5% | 68.6%-1.1pp | 73.3%-5.7pp | 70.2%-2.7pp |
| Annual return | 23.28% | 24.94%-1.7pp | 78.10%-54.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $414 | $2,235-81.5% | $2,854-85.5% | $2,177-81.0% |
| Participant deferral / active EE | $2,203 | $2,871-23.3% | $3,885-43.3% | $3,514-37.3% |
| Admin fee / account holder | $48 | $384-87.6% | $5,351-99.1% | $847-94.4% |