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 | $184,076 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,875 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $58,083 | $155,795-62.7% | $136,294-57.4% | $69,631-16.6% |
| Participation rate | 88.8% | 75.2%+13.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 16.03% | 232464.33%-232448.3pp | 5155.94%-5139.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,151 | $2,991-61.5% | $4,695-75.5% | $2,032-43.4% |
| Participant deferral / active EE | $8,203 | $5,394+52.1% | $6,247+31.3% | $3,224+154.5% |
| Admin fee / account holder | $12 | $128-91.0% | $9,243-99.9% | $110-89.6% |