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 |
|---|---|---|
AHLSTROM & BAKER2+ years Filed as: AHLSTROM & BAKER, CPAS Service code 15 · EIN 33-0138137 | Recordkeeping | $8,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,395 |
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 | $59,461 | $51,244+16.0% | $80,975-26.6% | $55,167+7.8% |
| Participation rate | 54.6% | 71.7%-17.0pp | 75.8%-21.2pp | 69.0%-14.3pp |
| Annual return | 8.30% | 17.39%-9.1pp | 17.10%-8.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,965 | $4,418-55.5% | $5,696-65.5% | $3,054-35.7% |
| Admin fee / account holder | $115 | $398-71.2% | $5,516-97.9% | $504-77.3% |