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 |
|---|---|---|
ADP BROKER-DEALER2 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.
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 | $35,527 | $42,396-16.2% | $67,313-47.2% | $56,287-36.9% |
| Participation rate | 45.9% | 61.0%-15.1pp | 69.1%-23.2pp | 69.9%-24.0pp |
| Annual return | -5.87% | -36.63%+30.8pp | -4.08%-1.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,659 | $2,360-29.7% | $3,568-53.5% | $3,350-50.5% |
| Admin fee / account holder | $88 | $510-82.8% | $4,507-98.1% | $521-83.2% |