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 | $22,308 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL5 years Service code 49 350 HUDSON ST · NEW YORK, NY 10014 | 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 | $30,161 | $52,293-42.3% | $178,490-83.1% | $73,409-58.9% |
| Participation rate | 96.1% | 65.3%+30.7pp | 81.9%+14.2pp | 72.2%+23.9pp |
| Annual return | 16.60% | 34.75%-18.1pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,679 | $1,735+54.4% | $5,011-46.5% | $2,234+19.9% |
| Participant deferral / active EE | $3,207 | $2,332+37.5% | $5,202-38.3% | $3,805-15.7% |
| Admin fee / account holder | $42 | $127-66.7% | $13,984-99.7% | $158-73.1% |