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 | $32,959 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,994 |
ADP BROKER-DEALER6+ 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 | $44,623 | $62,132-28.2% | $185,823-76.0% | $73,488-39.3% |
| Participation rate | 72.9% | 67.8%+5.1pp | 78.0%-5.1pp | 70.7%+2.2pp |
| Annual return | 15.86% | 20.44%-4.6pp | 35.95%-20.1pp | 28.51%-12.7pp |
| Employer contribution / active EE | $659 | $1,681-60.8% | $4,087-83.9% | $2,270-71.0% |
| Participant deferral / active EE | $2,529 | $3,711-31.8% | $5,632-55.1% | $3,740-32.4% |
| Admin fee / account holder | $96 | $419-77.1% | $9,500-99.0% | $513-81.3% |