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 | $77,724 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,171 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,987 | $71,802-54.1% | $133,980-75.4% | $57,658-42.8% |
| Participation rate | 86.2% | 85.5%+0.7pp | 87.1%-0.9pp | 70.2%+16.0pp |
| Annual return | 6.13% | 13.51%-7.4pp | 29.30%-23.2pp | 5.13%+1.0pp |
| Employer contribution / active EE | $3,566 | $3,161+12.8% | $5,211-31.6% | $1,974+80.7% |
| Participant deferral / active EE | $4,452 | $4,606-3.3% | $6,282-29.1% | $3,061+45.5% |
| Admin fee / account holder | $51 | $88-41.8% | $9,324-99.5% | $95-46.0% |