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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $37,365 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,675 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,684 | $63,905-17.6% | $74,183-29.0% | $57,658-8.6% |
| Participation rate | 40.5% | 79.8%-39.2pp | 76.6%-36.1pp | 70.2%-29.7pp |
| Annual return | 6.92% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $630 | $1,840-65.8% | $2,370-73.4% | $1,974-68.1% |
| Participant deferral / active EE | $1,815 | $3,448-47.4% | $3,550-48.9% | $3,061-40.7% |
| Admin fee / account holder | $21 | $91-76.9% | $5,586-99.6% | $95-77.7% |