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 | $35,733 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,130 |
ADP BROKER-DEALER1+ 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 | $28,199 | $54,320-48.1% | $67,652-58.3% | $52,331-46.1% |
| Participation rate | 83.6% | 73.6%+10.0pp | 75.7%+7.9pp | 68.1%+15.5pp |
| Annual return | 0.80% | 6.81%-6.0pp | 6625.04%-6624.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $602 | $1,544-61.0% | $2,266-73.4% | $1,882-68.0% |
| Participant deferral / active EE | $2,027 | $2,950-31.3% | $3,560-43.0% | $3,022-32.9% |
| Admin fee / account holder | $14 | $527-97.3% | $4,821-99.7% | $592-97.6% |