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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,650 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $29,048 | $63,905-54.5% | $74,183-60.8% | $57,658-49.6% |
| Participation rate | 94.3% | 79.8%+14.5pp | 76.6%+17.6pp | 70.2%+24.0pp |
| Annual return | 11.28% | 60.60%-49.3pp | 17.74%-6.5pp | 5.13%+6.1pp |
| Employer contribution / active EE | $1,588 | $1,840-13.7% | $2,370-33.0% | $1,974-19.6% |
| Participant deferral / active EE | $2,916 | $3,448-15.4% | $3,550-17.9% | $3,061-4.7% |
| Admin fee / account holder | $13 | $91-85.6% | $5,586-99.8% | $95-86.1% |