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 6-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 15 · EIN 13-5674085 | Recordkeeping | $14,346 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,659 |
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.
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 | $19,962 | $78,419-74.5% | $133,956-85.1% | $73,409-72.8% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.8%+15.6pp | 72.2%+23.3pp |
| Annual return | 14.28% | 33.35%-19.1pp | 45.09%-30.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $513 | $2,044-74.9% | $3,919-86.9% | $2,234-77.0% |
| Participant deferral / active EE | $2,902 | $3,925-26.1% | $5,048-42.5% | $3,805-23.7% |
| Admin fee / account holder | $43 | $161-73.4% | $8,927-99.5% | $158-72.8% |