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 | $37,088 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,710 |
ADP BROKER-DEALER6+ 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 | $29,821 | $56,152-46.9% | $185,823-84.0% | $73,409-59.4% |
| Participation rate | 85.9% | 67.6%+18.4pp | 78.0%+7.9pp | 72.2%+13.8pp |
| Annual return | 15.05% | 17.59%-2.5pp | 35.95%-20.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $595 | $1,532-61.2% | $4,087-85.4% | $2,234-73.4% |
| Participant deferral / active EE | $2,893 | $3,659-20.9% | $5,632-48.6% | $3,805-24.0% |
| Admin fee / account holder | $10 | $132-92.3% | $9,500-99.9% | $158-93.5% |