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 | $2,055 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 10960 WILSHIRE BLVD · LOS ANGELES, CA 90024 | 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 | $32,392 | $66,813-51.5% | $100,516-67.8% | $73,488-55.9% |
| Participation rate | 75.6% | 77.5%-1.9pp | 79.4%-3.8pp | 70.7%+4.9pp |
| Annual return | 21.17% | 25.70%-4.5pp | 30.89%-9.7pp | 28.51%-7.3pp |
| Employer contribution / active EE | $666 | $2,147-69.0% | $3,418-80.5% | $2,270-70.7% |
| Participant deferral / active EE | $5,073 | $5,883-13.8% | $6,270-19.1% | $3,740+35.7% |
| Admin fee / account holder | $7 | $512-98.6% | $8,081-99.9% | $513-98.6% |