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 |
|---|---|---|
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $28,294 | $77,660-63.6% | $109,143-74.1% | $79,386-64.4% |
| Participation rate | 82.6% | 67.8%+14.8pp | 75.9%+6.8pp | 70.7%+11.9pp |
| Annual return | 33.88% | 23.44%+10.4pp | 25.75%+8.1pp | 116.85%-83.0pp |
| Employer contribution / active EE | $54 | $2,797-98.1% | $3,722-98.5% | $2,427-97.8% |
| Participant deferral / active EE | $2,399 | $3,518-31.8% | $4,653-48.4% | $4,046-40.7% |
| Admin fee / account holder | $11 | $732-98.5% | $6,752-99.8% | $626-98.2% |