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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $120,040 |
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $77,756 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,920 | $65,223+8.7% | $80,019-11.4% | $55,725+27.3% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -5.37% | 7.59%-13.0pp | 11.22%-16.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,725 | $2,544+7.1% | $2,468+10.4% | $2,078+31.1% |
| Participant deferral / active EE | $7,259 | $3,881+87.1% | $3,686+96.9% | $3,356+116.3% |
| Admin fee / account holder | $557 | $114+387.9% | $6,521-91.5% | $115+383.7% |