See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $25,848 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,962 |
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 | $32,443 | $73,102-55.6% | $123,544-73.7% | $56,287-42.4% |
| Participation rate | 94.8% | 74.3%+20.5pp | 82.3%+12.5pp | 69.9%+24.9pp |
| Annual return | -4.95% | 3.01%-8.0pp | 119.20%-124.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,863 | $2,977-3.8% | $4,628-38.1% | $2,111+35.6% |
| Participant deferral / active EE | $5,723 | $5,423+5.5% | $6,426-10.9% | $3,350+70.8% |
| Admin fee / account holder | $141 | $554-74.5% | $9,284-98.5% | $521-72.9% |