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 | $73,216 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,772 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,373 | $59,186+30.7% | $76,768+0.8% | $56,287+37.5% |
| Participation rate | 90.7% | 75.2%+15.5pp | 77.0%+13.7pp | 69.9%+20.8pp |
| Annual return | -7.53% | 6.62%-14.1pp | 2.43%-10.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $2,496 | $1,759+41.9% | $2,485+0.4% | $2,111+18.2% |
| Participant deferral / active EE | $7,187 | $3,255+120.8% | $3,852+86.6% | $3,350+114.6% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.3% |