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 | $111,273 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,442 |
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.
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 | $39,740 | $33,780+17.6% | $74,550-46.7% | $75,289-47.2% |
| Participation rate | 41.0% | 62.7%-21.6pp | 69.1%-28.1pp | 72.4%-31.4pp |
| Annual return | -2.69% | -1.24%-1.4pp | 32.53%-35.2pp | -0.04%-2.7pp |
| Employer contribution / active EE | $143 | $845-83.1% | $1,961-92.7% | $2,405-94.1% |
| Participant deferral / active EE | $2,678 | $1,890+41.7% | $3,108-13.8% | $3,739-28.4% |
| Admin fee / account holder | $16 | $86-81.7% | $5,060-99.7% | $102-84.6% |