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 | $26,344 |
NACHMAN, NORWOOD & PARROTT2 years Filed as: NACHMAN NORWOOD AND PARROTT INC Service code 15 · EIN 26-0280019 | Recordkeeping | $20,299 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $44,542 | $81,474-45.3% | $133,956-66.7% | $73,488-39.4% |
| Participation rate | 85.5% | 76.4%+9.2pp | 79.8%+5.7pp | 70.7%+14.9pp |
| Annual return | 15.91% | 19.40%-3.5pp | 45.09%-29.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $564 | $2,209-74.5% | $3,919-85.6% | $2,270-75.2% |
| Participant deferral / active EE | $5,005 | $3,786+32.2% | $5,048-0.9% | $3,740+33.8% |
| Admin fee / account holder | $238 | $713-66.6% | $8,927-97.3% | $513-53.6% |