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 | $132,507 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,663 |
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 | $88,005 | $99,957-12.0% | $149,696-41.2% | $73,488+19.8% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.5%+14.4pp | 70.7%+26.2pp |
| Annual return | 15.58% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $989 | $3,191-69.0% | $4,644-78.7% | $2,270-56.4% |
| Participant deferral / active EE | $7,846 | $6,073+29.2% | $6,842+14.7% | $3,740+109.8% |
| Admin fee / account holder | $178 | $551-67.7% | $9,309-98.1% | $513-65.3% |