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 15 · EIN 13-5674085 | Recordkeeping | $27,089 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,091 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,813 | $58,101-48.7% | $118,925-74.9% | $73,409-59.4% |
| Participation rate | 53.8% | 56.1%-2.4pp | 75.4%-21.6pp | 72.2%-18.4pp |
| Annual return | 17.21% | 20.56%-3.3pp | 35.88%-18.7pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,583 | $1,445+9.6% | $3,263-51.5% | $2,234-29.1% |
| Participant deferral / active EE | $2,943 | $2,400+22.6% | $4,265-31.0% | $3,805-22.7% |
| Admin fee / account holder | $130 | $138-5.8% | $6,581-98.0% | $158-17.6% |