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 | $15,928 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $485 |
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.
Participant 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 | $50,926 | $54,672-6.9% | $80,019-36.4% | - |
| Participation rate | 15.2% | 65.0%-49.9pp | 75.8%-60.7pp | - |
| Annual return | -4.70% | -8.02%+3.3pp | 11.22%-15.9pp | - |
| Employer contribution / active EE | $0 | $1,529-100.0% | $2,468-100.0% | - |
| Participant deferral / active EE | $615 | $2,794-78.0% | $3,686-83.3% | - |
| Admin fee / account holder | $23 | $4,207-99.5% | $6,521-99.6% | - |