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 9-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-DEALER1 year 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 | $49,336 | $66,302-25.6% | $110,238-55.2% | $56,287-12.3% |
| Participation rate | 96.1% | 74.9%+21.1pp | 79.8%+16.2pp | 69.9%+26.2pp |
| Annual return | 0.24% | -1.18%+1.4pp | 314.74%-314.5pp | -9.96%+10.2pp |
| Employer contribution / active EE | $734 | $2,047-64.2% | $3,826-80.8% | $2,111-65.2% |
| Participant deferral / active EE | $3,680 | $3,381+8.8% | $4,672-21.2% | $3,350+9.9% |
| Admin fee / account holder | $427 | $698-38.9% | $8,547-95.0% | $521-18.1% |