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 | $38,436 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,320 | $80,753-66.2% | $136,294-80.0% | $62,292-56.1% |
| Participation rate | 81.0% | 73.5%+7.4pp | 81.9%-1.0pp | 69.5%+11.4pp |
| Annual return | 13.59% | 35.83%-22.2pp | 5155.94%-5142.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,429 | $5,164+24.5% | $6,247+2.9% | $3,169+102.9% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |