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 | $101,529 |
Filed as: PRICE WATER HOUSE COOPERS LLP Service code 15 · EIN 13-4008324 | Recordkeeping | $57,800 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,132 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $193,762 | $89,739+115.9% | $149,718+29.4% | $62,292+211.1% |
| Participation rate | 98.1% | 85.1%+13.0pp | 87.1%+11.0pp | 69.5%+28.6pp |
| Annual return | 19.96% | 21.01%-1.1pp | 1501.63%-1481.7pp | 28.90%-8.9pp |
| Employer contribution / active EE | $8,063 | $3,233+149.4% | $5,445+48.1% | $2,042+294.8% |
| Participant deferral / active EE | $14,421 | $4,797+200.6% | $6,569+119.5% | $3,169+355.0% |
| Admin fee / account holder | $600 | $551+8.9% | $11,283-94.7% | $479+25.2% |