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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,706 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,101 | $36,978-64.6% | $155,790-91.6% | $59,188-77.9% |
| Participation rate | 91.7% | 62.7%+29.0pp | 76.1%+15.6pp | 69.4%+22.3pp |
| Annual return | -0.13% | 5.44%-5.6pp | 71.54%-71.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $949 | $1,222-22.3% | $3,836-75.3% | $2,098-54.8% |
| Participant deferral / active EE | $1,581 | $2,795-43.4% | $4,797-67.0% | $3,265-51.6% |
| Admin fee / account holder | $23 | $65-64.1% | $7,478-99.7% | $92-74.6% |