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 | $40,646 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,125 |
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 | $53,726 | $56,629-5.1% | $77,999-31.1% | $55,167-2.6% |
| Participation rate | 89.2% | 73.3%+15.9pp | 75.5%+13.6pp | 69.0%+20.2pp |
| Annual return | 5.89% | 2866.98%-2861.1pp | 425.96%-420.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,040 | $1,723+18.4% | $2,470-17.4% | $1,963+4.0% |
| Participant deferral / active EE | $2,461 | $2,777-11.4% | $3,497-29.6% | $3,054-19.4% |
| Admin fee / account holder | $20 | $467-95.8% | $5,480-99.6% | $504-96.1% |