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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,860 |
ADP BROKER-DEALER3+ 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 | $46,506 | $155,795-70.1% | $136,294-65.9% | $69,631-33.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 70.7%+13.9pp |
| Annual return | 19.56% | 232464.33%-232444.8pp | 5155.94%-5136.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $2,134 | $2,991-28.6% | $4,695-54.5% | $2,032+5.0% |
| Participant deferral / active EE | $7,010 | $5,394+30.0% | $6,247+12.2% | $3,224+117.5% |
| Admin fee / account holder | $10 | $128-92.5% | $9,243-99.9% | $110-91.3% |