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 | $118,066 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,088 |
ADP BROKER-DEALER5+ 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 | $48,292 | $40,113+20.4% | $84,015-42.5% | $77,787-37.9% |
| Participation rate | 40.5% | 62.8%-22.3pp | 69.0%-28.5pp | 73.2%-32.7pp |
| Annual return | 24.64% | 23.27%+1.4pp | 71.31%-46.7pp | 32.57%-7.9pp |
| Employer contribution / active EE | $148 | $847-82.5% | $1,983-92.5% | $2,504-94.1% |
| Participant deferral / active EE | $2,811 | $2,030+38.5% | $3,239-13.2% | $3,967-29.1% |
| Admin fee / account holder | $33 | $92-63.5% | $6,101-99.5% | $100-66.6% |