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 | $144,269 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,792 |
ADP BROKER-DEALER4+ 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 | $79,064 | $89,652-11.8% | $141,162-44.0% | $65,185+21.3% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.5%+4.7pp | 70.2%+17.0pp |
| Annual return | 22.07% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,349 | $3,065-56.0% | $4,735-71.5% | $2,177-38.0% |
| Participant deferral / active EE | $7,370 | $5,691+29.5% | $6,709+9.8% | $3,514+109.7% |
| Admin fee / account holder | $31 | $569-94.5% | $10,261-99.7% | $847-96.3% |