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 Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,400 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST-TRUSTEE Service code 21 | Bank Trustee | $0 |
Annual investment return 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 | $49,341 | $37,044+33.2% | $71,796-31.3% | $57,658-14.4% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.1%+13.9pp | 70.2%+12.8pp |
| Annual return | 5.34% | 12.64%-7.3pp | 78.04%-72.7pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,109 | $720+53.9% | $1,924-42.4% | $1,974-43.8% |
| Participant deferral / active EE | $2,895 | $1,974+46.6% | $2,794+3.6% | $3,061-5.4% |
| Admin fee / account holder | $16 | $101-83.9% | $4,815-99.7% | $95-82.8% |