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-DEALER4+ years Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,674 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RELIANCE TRUST COMPANY4+ years Filed as: RELIANCE TRUST-TRUSTEE Service code 21 | Bank Trustee | $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 | $47,061 | $35,485+32.6% | $74,550-36.9% | $55,725-15.5% |
| Participation rate | 82.6% | 62.5%+20.1pp | 69.1%+13.5pp | 70.9%+11.7pp |
| Annual return | -3.85% | 0.72%-4.6pp | 32.53%-36.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $956 | $777+23.0% | $1,961-51.2% | $2,078-54.0% |
| Participant deferral / active EE | $2,939 | $2,181+34.8% | $3,108-5.4% | $3,356-12.4% |
| Admin fee / account holder | $79 | $114-30.9% | $5,060-98.4% | $115-31.4% |