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 | $19,609 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,625 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,745 | $52,953+1.5% | $172,739-68.9% | $65,185-17.5% |
| Participation rate | 48.1% | 66.2%-18.1pp | 82.6%-34.6pp | 70.2%-22.1pp |
| Annual return | 21.97% | 30.12%-8.2pp | 802.84%-780.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $170 | $2,190-92.2% | $5,143-96.7% | $2,177-92.2% |
| Participant deferral / active EE | $1,964 | $2,471-20.5% | $5,198-62.2% | $3,514-44.1% |
| Admin fee / account holder | $88 | $472-81.4% | $13,954-99.4% | $847-89.6% |