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 | $41,276 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,447 |
ADP BROKER-DEALER3+ 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 | $62,923 | $63,299-0.6% | $91,001-30.9% | $62,292+1.0% |
| Participation rate | 89.3% | 73.3%+16.0pp | 75.6%+13.7pp | 69.5%+19.8pp |
| Annual return | 13.51% | 20.99%-7.5pp | 4.60%+8.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,995 | $1,807+10.4% | $2,456-18.8% | $2,042-2.3% |
| Participant deferral / active EE | $2,626 | $2,943-10.8% | $3,547-26.0% | $3,169-17.1% |
| Admin fee / account holder | $29 | $468-93.8% | $5,417-99.5% | $479-94.0% |