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 15 · EIN 13-5674085 | Recordkeeping | $34,944 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,412 |
ADP BROKER-DEALER6+ 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 | $130,849 | $78,419+66.9% | $133,956-2.3% | $73,409+78.2% |
| Participation rate | 36.1% | 78.6%-42.5pp | 79.8%-43.8pp | 72.2%-36.1pp |
| Annual return | 20.45% | 33.35%-12.9pp | 45.09%-24.6pp | 59.29%-38.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,234 | $3,925+33.3% | $5,048+3.7% | $3,805+37.5% |
| Admin fee / account holder | $247 | $161+53.3% | $8,927-97.2% | $158+56.7% |