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 01-0233346 | Recordkeeping | $246 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $92 |
ADP BROKER-DEALER2+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,784 | $44,425-60.0% | $67,834-73.8% | $55,167-67.8% |
| Participation rate | 55.6% | 59.7%-4.1pp | 68.8%-13.2pp | 69.0%-13.4pp |
| Annual return | 6.28% | 17.80%-11.5pp | 138.47%-132.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,173 | $1,351-13.2% | $2,403-51.2% | $1,963-40.2% |
| Participant deferral / active EE | $2,201 | $2,166+1.6% | $3,160-30.3% | $3,054-27.9% |
| Admin fee / account holder | $63 | $530-88.2% | $4,622-98.6% | $504-87.5% |