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 | $19,149 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,255 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,524 | $48,300-69.9% | $40,145,923-100.0% | $62,891-76.9% |
| Participation rate | 94.6% | 62.0%+32.6pp | 68.4%+26.2pp | 69.3%+25.3pp |
| Annual return | 2.83% | 6.95%-4.1pp | 5.24%-2.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,081 | $1,333-18.9% | $1,844-41.4% | $2,281-52.6% |
| Participant deferral / active EE | $2,164 | $2,388-9.4% | $2,591-16.5% | $3,203-32.4% |
| Admin fee / account holder | $61 | $2,919-97.9% | $2,903-97.9% | $4,296-98.6% |