Filed February 25, 2019
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 18 · EIN 13-5674085 | Investment management fees paid indir... | $32,377 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,232 |
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 | $42,015 | $45,324-7.3% | $122,332-65.7% | $69,631-39.7% |
| Participation rate | 43.8% | 59.9%-16.1pp | 71.6%-27.8pp | 70.7%-26.9pp |
| Annual return | 17.29% | 25.35%-8.1pp | 30.27%-13.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $713 | $1,230-42.0% | $4,050-82.4% | $2,032-64.9% |
| Participant deferral / active EE | $1,364 | $2,367-42.4% | $3,287-58.5% | $3,224-57.7% |
| Admin fee / account holder | $25 | $87-70.7% | $5,478-99.5% | $110-76.9% |