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 52 · EIN 13-5674085 | Indirect Investment Fees | $235,050 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50,218 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,374 | $82,279-63.1% | $77,999-61.1% | $63,975-52.5% |
| Participation rate | 96.6% | 84.7%+11.9pp | 75.5%+21.1pp | 71.1%+25.5pp |
| Annual return | 9.47% | 11.20%-1.7pp | 425.96%-416.5pp | 48.65%-39.2pp |
| Employer contribution / active EE | $2,512 | $3,297-23.8% | $2,470+1.7% | $2,182+15.2% |
| Participant deferral / active EE | $2,672 | $4,538-41.1% | $3,497-23.6% | $3,356-20.4% |
| Admin fee / account holder | $31 | $81-61.6% | $5,480-99.4% | $70-55.6% |