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 | $62,462 |
RSM US LLP1 year Filed as: MCGLADREY & PULLEN Service code 15 · EIN 42-0714325 | Recordkeeping | $20,540 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,463 |
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 | $57,794 | $59,535-2.9% | $90,160-35.9% | $62,292-7.2% |
| Participation rate | 84.7% | 73.0%+11.6pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 20.33% | 23.53%-3.2pp | 34.88%-14.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,979 | $1,826+8.4% | $3,318-40.3% | $2,042-3.1% |
| Participant deferral / active EE | $4,642 | $4,639+0.1% | $5,288-12.2% | $3,169+46.5% |
| Admin fee / account holder | $104 | $337-69.0% | $5,943-98.2% | $479-78.2% |