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 | $39,078 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,022 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $64,778 | $86,332-25.0% | $125,175-48.2% | $65,185-0.6% |
| Participation rate | 73.0% | 75.3%-2.3pp | 79.8%-6.8pp | 70.2%+2.8pp |
| Annual return | 23.60% | 27.43%-3.8pp | 43.79%-20.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,728 | $2,040-15.3% | $3,865-55.3% | $2,177-20.6% |
| Participant deferral / active EE | $7,549 | $3,537+113.4% | $4,937+52.9% | $3,514+114.8% |
| Admin fee / account holder | $6 | $609-99.0% | $9,702-99.9% | $847-99.3% |