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 | $66,506 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,132 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $91,113 | $64,909+40.4% | $82,313+10.7% | $62,292+46.3% |
| Participation rate | 83.8% | 74.9%+8.9pp | 76.9%+6.9pp | 69.5%+14.3pp |
| Annual return | 18.37% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,182 | $1,676+30.2% | $2,428-10.1% | $2,042+6.9% |
| Participant deferral / active EE | $6,358 | $3,103+104.9% | $3,706+71.6% | $3,169+100.6% |
| Admin fee / account holder | $7 | $440-98.5% | $5,608-99.9% | $479-98.6% |