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 | $106,854 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $28,075 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,038 | $85,199-77.7% | $57,179-66.7% | $63,975-70.2% |
| Participation rate | 75.4% | 74.0%+1.3pp | 75.3%0pp | 71.1%+4.2pp |
| Annual return | 6.42% | 10.43%-4.0pp | 14.59%-8.2pp | 48.65%-42.2pp |
| Employer contribution / active EE | $311 | $3,446-91.0% | $2,682-88.4% | $2,182-85.7% |
| Participant deferral / active EE | $2,210 | $3,109-28.9% | $3,096-28.6% | $3,356-34.2% |
| Admin fee / account holder | $26 | $39-31.6% | $3,139-99.2% | $70-62.5% |