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 | $30,152 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,618 | $54,320-5.0% | $67,652-23.7% | $52,331-1.4% |
| Participation rate | 70.3% | 73.6%-3.3pp | 75.7%-5.4pp | 68.1%+2.2pp |
| Annual return | -0.00% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $981 | $1,544-36.4% | $2,266-56.7% | $1,882-47.9% |
| Participant deferral / active EE | $3,126 | $2,950+6.0% | $3,560-12.2% | $3,022+3.4% |
| Admin fee / account holder | $13 | $527-97.5% | $4,821-99.7% | $592-97.8% |