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 | $89,266 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,782 |
ADP BROKER-DEALER3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,873 | $48,064-2.5% | $78,778-40.5% | $69,631-32.7% |
| Participation rate | 38.5% | 61.6%-23.1pp | 69.2%-30.7pp | 70.7%-32.2pp |
| Annual return | 25.00% | 21.81%+3.2pp | 35.62%-10.6pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $125 | $744-83.1% | $1,986-93.7% | $2,032-93.8% |
| Participant deferral / active EE | $2,347 | $2,079+12.9% | $2,958-20.7% | $3,224-27.2% |
| Admin fee / account holder | $22 | $152-85.4% | $5,134-99.6% | $110-79.9% |