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 | $2,590 |
ADP BROKER-DEALER6+ 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 | $48,731 | $73,638-33.8% | $95,952-49.2% | $73,488-33.7% |
| Participation rate | 97.0% | 76.2%+20.9pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 15.41% | 16.78%-1.4pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,706 | $3,617+2.5% | $4,167-11.1% | $3,740-0.9% |
| Admin fee / account holder | $17 | $482-96.5% | $6,795-99.8% | $513-96.7% |