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 22-3709420 | Recordkeeping | $27,068 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,262 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $35,636 | $56,443-36.9% | $83,848-57.5% | $55,725-36.1% |
| Participation rate | 73.5% | 72.0%+1.5pp | 76.1%-2.6pp | 70.9%+2.7pp |
| Annual return | -6.75% | 393.67%-400.4pp | 850.88%-857.6pp | 244.93%-251.7pp |
| Employer contribution / active EE | $958 | $2,682-64.3% | $3,631-73.6% | $2,078-53.9% |
| Participant deferral / active EE | $4,017 | $2,965+35.5% | $4,082-1.6% | $3,356+19.7% |
| Admin fee / account holder | $83 | $156-47.2% | $5,478-98.5% | $115-28.3% |