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 | $6,202 |
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 | $170,303 | $62,928+170.6% | $172,739-1.4% | $67,579+152.0% |
| Participation rate | 99.2% | 64.5%+34.7pp | 82.6%+16.5pp | 71.3%+27.9pp |
| Annual return | 21.06% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $7,440 | $1,636+354.7% | $5,143+44.7% | $2,148+246.4% |
| Participant deferral / active EE | $5,633 | $2,145+162.6% | $5,198+8.4% | $3,539+59.2% |
| Admin fee / account holder | $14 | $167-91.4% | $13,954-99.9% | $142-90.0% |