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 | $31,651 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,480 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $29,113 | $48,471-39.9% | $182,532-84.1% | $67,579-56.9% |
| Participation rate | 83.7% | 67.2%+16.5pp | 78.0%+5.7pp | 71.3%+12.4pp |
| Annual return | 22.55% | 31.08%-8.5pp | 148.54%-126.0pp | 378.56%-356.0pp |
| Employer contribution / active EE | $564 | $1,461-61.4% | $4,076-86.2% | $2,148-73.7% |
| Participant deferral / active EE | $2,858 | $3,324-14.0% | $5,524-48.3% | $3,539-19.3% |
| Admin fee / account holder | $13 | $151-91.1% | $8,592-99.8% | $142-90.5% |