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 52 · EIN 13-5674085 | Indirect Investment Fees | $42,792 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,290 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $101,660 | $47,848+112.5% | $81,478+24.8% | $70,131+45.0% |
| Participation rate | 85.4% | 58.3%+27.1pp | 68.0%+17.4pp | 69.5%+15.9pp |
| Annual return | 20.94% | 27.25%-6.3pp | 38.78%-17.8pp | 73.14%-52.2pp |
| Employer contribution / active EE | $841 | $1,527-44.9% | $2,568-67.2% | $2,342-64.1% |
| Participant deferral / active EE | $4,773 | $2,453+94.6% | $3,537+34.9% | $3,332+43.2% |
| Admin fee / account holder | $13 | $3,145-99.6% | $4,561-99.7% | $4,645-99.7% |