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 | $37,902 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,002 |
ADP BROKER-DEALER2+ 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 | $24,443 | $43,423-43.7% | $78,689-68.9% | $55,167-55.7% |
| Participation rate | 91.2% | 68.0%+23.1pp | 73.6%+17.6pp | 69.0%+22.2pp |
| Annual return | 7.35% | 11.53%-4.2pp | 62.18%-54.8pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,395 | $1,997-30.1% | $2,851-51.1% | $1,963-28.9% |
| Participant deferral / active EE | $1,789 | $2,509-28.7% | $3,517-49.1% | $3,054-41.4% |
| Admin fee / account holder | $50 | $416-87.9% | $4,510-98.9% | $504-90.0% |