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 | $25,060 |
BELTWAY INTERNATIONAL, LLC1+ years Service code 15 · EIN 52-2059895 | Recordkeeping | $7,500 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1+ 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.
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 | $47,298 | $39,245+20.5% | $64,105-26.2% | $52,331-9.6% |
| Participation rate | 36.4% | 58.2%-21.8pp | 68.2%-31.8pp | 68.1%-31.7pp |
| Annual return | -1.24% | 14.79%-16.0pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $511 | $736-30.6% | $1,820-71.9% | $1,882-72.8% |
| Participant deferral / active EE | $1,695 | $1,992-14.9% | $2,822-39.9% | $3,022-43.9% |
| Admin fee / account holder | $101 | $592-82.9% | $4,499-97.8% | $592-82.9% |