See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $94,613 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,305 |
ADP BROKER-DEALER5 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 | $87,065 | $78,419+11.0% | $133,956-35.0% | $73,409+18.6% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.8%+19.9pp | 72.2%+27.6pp |
| Annual return | 17.38% | 33.35%-16.0pp | 45.09%-27.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,586 | $2,044+26.6% | $3,919-34.0% | $2,234+15.8% |
| Participant deferral / active EE | $6,979 | $3,925+77.8% | $5,048+38.3% | $3,805+83.4% |
| Admin fee / account holder | $309 | $161+91.4% | $8,927-96.5% | $158+95.6% |