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 | $54,536 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,620 |
ADP BROKER-DEALER1+ 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 | $70,762 | $57,108+23.9% | $94,224-24.9% | $52,331+35.2% |
| Participation rate | 94.4% | 72.9%+21.5pp | 78.8%+15.7pp | 68.1%+26.3pp |
| Annual return | 3.95% | 1.47%+2.5pp | 10.68%-6.7pp | 4.54%-0.6pp |
| Employer contribution / active EE | $1,432 | $1,735-17.5% | $3,587-60.1% | $1,882-23.9% |
| Participant deferral / active EE | $4,803 | $3,040+58.0% | $4,320+11.2% | $3,022+58.9% |
| Admin fee / account holder | $17 | $546-96.9% | $6,269-99.7% | $592-97.2% |