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 | $64,758 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,350 |
ADP BROKER-DEALER2 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 | $80,913 | $63,299+27.8% | $91,001-11.1% | $62,292+29.9% |
| Participation rate | 98.7% | 73.3%+25.4pp | 75.6%+23.1pp | 69.5%+29.2pp |
| Annual return | 17.67% | 20.99%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,644 | $1,807+46.3% | $2,456+7.7% | $2,042+29.5% |
| Participant deferral / active EE | $6,711 | $2,943+128.0% | $3,547+89.2% | $3,169+111.8% |
| Admin fee / account holder | $212 | $468-54.6% | $5,417-96.1% | $479-55.7% |