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 | $48,284 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
ADP BROKER-DEALER3+ 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 | $105,592 | $42,383+149.1% | $76,523+38.0% | $64,186+64.5% |
| Participation rate | 81.6% | 58.1%+23.5pp | 68.0%+13.6pp | 69.6%+12.0pp |
| Annual return | -5.76% | -16.54%+10.8pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $946 | $1,563-39.5% | $2,647-64.3% | $2,381-60.3% |
| Participant deferral / active EE | $5,527 | $2,566+115.4% | $3,835+44.1% | $3,470+59.3% |
| Admin fee / account holder | $17 | $3,198-99.5% | $4,848-99.7% | $4,888-99.7% |