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 06-1459306 | Recordkeeping | $16,827 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,645 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,319 | $155,795-87.6% | $136,294-85.8% | $69,631-72.3% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 70.7%+10.1pp |
| Annual return | -3.01% | 232464.33%-232467.3pp | 5155.94%-5158.9pp | 27571.02%-27574.0pp |
| Employer contribution / active EE | $1,879 | $2,991-37.2% | $4,695-60.0% | $2,032-7.5% |
| Participant deferral / active EE | $2,979 | $5,394-44.8% | $6,247-52.3% | $3,224-7.6% |
| Admin fee / account holder | $52 | $128-59.2% | $9,243-99.4% | $110-52.6% |