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 |
|---|---|---|
Service code 15 · EIN 22-3709420 | Recordkeeping | $36,211 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,982 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $58,114 | $91,517-36.5% | $101,248-42.6% | $73,409-20.8% |
| Participation rate | 83.6% | 73.8%+9.8pp | 75.8%+7.8pp | 72.2%+11.4pp |
| Annual return | 16.12% | 17.17%-1.1pp | 46.47%-30.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,198 | $2,877-58.4% | $3,660-67.3% | $2,234-46.4% |
| Participant deferral / active EE | $4,802 | $3,338+43.8% | $4,370+9.9% | $3,805+26.2% |
| Admin fee / account holder | $116 | $216-46.2% | $5,945-98.0% | $158-26.4% |