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 | $39,578 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,484 |
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.
Annual investment return 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 | $36,048 | $66,302-45.6% | $110,238-67.3% | $56,287-36.0% |
| Participation rate | 51.6% | 74.9%-23.3pp | 79.8%-28.2pp | 69.9%-18.2pp |
| Annual return | -7.62% | -1.18%-6.4pp | 314.74%-322.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $644 | $2,047-68.5% | $3,826-83.2% | $2,111-69.5% |
| Participant deferral / active EE | $1,892 | $3,381-44.1% | $4,672-59.5% | $3,350-43.5% |
| Admin fee / account holder | $11 | $698-98.5% | $8,547-99.9% | $521-98.0% |