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 | $29,542 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $350 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,363 | $69,977-13.7% | $108,579-44.4% | $62,891-4.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.19% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,426 | $2,135+107.3% | $3,758+17.8% | $2,281+94.0% |
| Participant deferral / active EE | $3,390 | $3,165+7.1% | $4,311-21.4% | $3,203+5.9% |
| Admin fee / account holder | $3 | $5,076-99.9% | $7,645-100.0% | $4,296-99.9% |