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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,025 |
NFP RETIREMENT INC2 years Filed as: NFP ADVISOR SERVICES HOLDINGS D, IN Service code 15 · EIN 47-1566880 | Recordkeeping | $12,966 |
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 | $23,564 | $56,972-58.6% | $182,532-87.1% | $65,185-63.9% |
| Participation rate | 89.5% | 66.5%+23.0pp | 78.0%+11.5pp | 70.2%+19.3pp |
| Annual return | 23.96% | 27.67%-3.7pp | 148.54%-124.6pp | 29.38%-5.4pp |
| Employer contribution / active EE | $904 | $1,615-44.0% | $4,076-77.8% | $2,177-58.5% |
| Participant deferral / active EE | $3,887 | $3,526+10.2% | $5,524-29.6% | $3,514+10.6% |
| Admin fee / account holder | $93 | $528-82.3% | $8,592-98.9% | $847-89.0% |