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 |
|---|---|---|
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $41,218 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,454 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,629 | $56,629+40.6% | $77,999+2.1% | $55,167+44.3% |
| Participation rate | 94.3% | 73.3%+21.0pp | 75.5%+18.8pp | 69.0%+25.3pp |
| Annual return | 41.51% | 2866.98%-2825.5pp | 425.96%-384.4pp | 169.23%-127.7pp |
| Employer contribution / active EE | $3,079 | $1,723+78.7% | $2,470+24.7% | $1,963+56.9% |
| Participant deferral / active EE | $6,859 | $2,777+147.0% | $3,497+96.1% | $3,054+124.6% |
| Admin fee / account holder | $176 | $467-62.2% | $5,480-96.8% | $504-65.0% |