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 |
|---|---|---|
EXETER FINANCIAL LLC3 years Service code 15 · EIN 20-5920032 | Recordkeeping | $34,600 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $5,775 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $28,522 | $66,601-57.2% | $92,893-69.3% | $67,579-57.8% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 71.3%+25.5pp |
| Annual return | 17.10% | 92.58%-75.5pp | 109.41%-92.3pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,106 | $2,775-60.1% | $3,653-69.7% | $2,148-48.5% |
| Participant deferral / active EE | $2,884 | $3,157-8.6% | $4,236-31.9% | $3,539-18.5% |
| Admin fee / account holder | $63 | $199-68.3% | $5,794-98.9% | $142-55.7% |