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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,757 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $37,128 | $78,781-52.9% | $100,516-63.1% | $73,409-49.4% |
| Participation rate | 96.4% | 80.0%+16.4pp | 79.4%+17.0pp | 72.2%+24.2pp |
| Annual return | 32.21% | 31.69%+0.5pp | 30.89%+1.3pp | 59.29%-27.1pp |
| Employer contribution / active EE | $3,765 | $2,420+55.6% | $3,418+10.2% | $2,234+68.6% |
| Participant deferral / active EE | $10,586 | $6,537+61.9% | $6,270+68.8% | $3,805+178.2% |
| Admin fee / account holder | $29 | $145-80.2% | $8,081-99.6% | $158-81.8% |