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 | $2,450 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,639 | $75,388-44.8% | $123,544-66.3% | $55,725-25.3% |
| Participation rate | 73.9% | 75.7%-1.8pp | 82.3%-8.4pp | 70.9%+3.0pp |
| Annual return | -5.50% | 4.48%-10.0pp | 119.20%-124.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,051 | $3,063-0.4% | $4,628-34.1% | $2,078+46.8% |
| Participant deferral / active EE | $6,996 | $5,651+23.8% | $6,426+8.9% | $3,356+108.5% |
| Admin fee / account holder | $8 | $120-93.0% | $9,284-99.9% | $115-92.7% |