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 |
|---|---|---|
GATEWAY ADVISORY, LLC2 years Service code 15 · EIN 27-1678306 | Recordkeeping | $23,489 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,444 |
ADP BROKER-DEALER2 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 | $100,337 | $85,766+17.0% | $136,294-26.4% | $70,131+43.1% |
| Participation rate | 88.8% | 74.2%+14.6pp | 81.9%+6.9pp | 69.5%+19.2pp |
| Annual return | 18.40% | 31.45%-13.1pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,485 | $2,966-49.9% | $4,695-68.4% | $2,342-36.6% |
| Participant deferral / active EE | $10,291 | $5,051+103.7% | $6,247+64.7% | $3,332+208.9% |
| Admin fee / account holder | $380 | $5,420-93.0% | $9,243-95.9% | $4,645-91.8% |