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 | $66,735 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,717 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,849 | $23,224-14.5% | $71,086-72.1% | $55,725-64.4% |
| Participation rate | 41.1% | 37.9%+3.2pp | 54.7%-13.6pp | 70.9%-29.8pp |
| Annual return | -1.50% | -2.87%+1.4pp | 650.59%-652.1pp | 244.93%-246.4pp |
| Employer contribution / active EE | $948 | $436+117.4% | $1,088-12.8% | $2,078-54.4% |
| Participant deferral / active EE | $2,208 | $929+137.7% | $1,874+17.8% | $3,356-34.2% |
| Admin fee / account holder | $17 | $118-85.9% | $3,082-99.5% | $115-85.6% |