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 | $29,817 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,115 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,474 | $52,639-40.2% | $185,117-83.0% | $62,292-49.5% |
| Participation rate | 60.6% | 63.9%-3.3pp | 77.3%-16.7pp | 69.5%-8.9pp |
| Annual return | 16.85% | 19.57%-2.7pp | 40.50%-23.6pp | 28.90%-12.0pp |
| Employer contribution / active EE | $552 | $1,483-62.8% | $4,182-86.8% | $2,042-73.0% |
| Participant deferral / active EE | $1,858 | $3,097-40.0% | $5,045-63.2% | $3,169-41.4% |
| Admin fee / account holder | $15 | $374-95.9% | $8,159-99.8% | $479-96.8% |