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 | $22,947 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,987 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $18,198 | $49,791-63.5% | $78,210-76.7% | $70,131-74.1% |
| Participation rate | 93.6% | 62.3%+31.3pp | 68.7%+24.9pp | 69.5%+24.1pp |
| Annual return | 17.81% | 20.75%-2.9pp | 40.90%-23.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $989 | $1,430-30.8% | $2,034-51.4% | $2,342-57.8% |
| Participant deferral / active EE | $2,892 | $2,150+34.5% | $2,823+2.5% | $3,332-13.2% |
| Admin fee / account holder | $44 | $3,181-98.6% | $3,758-98.8% | $4,645-99.1% |