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 8-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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2+ years Service code 49 1445 RESEARCH BLVD · ROCKVILLE, MD 20850 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,394 | $77,813-57.1% | $123,544-73.0% | $64,186-48.0% |
| Participation rate | 44.0% | 74.7%-30.7pp | 82.3%-38.2pp | 69.6%-25.5pp |
| Annual return | -4.42% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,268 | $5,240-18.6% | $6,426-33.6% | $3,470+23.0% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |