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 | $22,095 |
CVAGS, LLC2 years Service code 15 · EIN 27-2579538 | Recordkeeping | $17,632 |
ADP BROKER-DEALER4+ years 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 | $38,926 | $59,186-34.2% | $76,768-49.3% | $56,287-30.8% |
| Participation rate | 96.4% | 75.2%+21.1pp | 77.0%+19.4pp | 69.9%+26.5pp |
| Annual return | -6.69% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,952 | $1,759+67.9% | $2,485+18.8% | $2,111+39.8% |
| Participant deferral / active EE | $5,023 | $3,255+54.3% | $3,852+30.4% | $3,350+50.0% |
| Admin fee / account holder | $176 | $489-64.1% | $6,675-97.4% | $521-66.3% |