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 | $3,900 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,992 | $190,225-65.8% | $117,854-44.9% | - |
| Participation rate | 76.8% | 74.9%+1.9pp | 79.7%-2.9pp | - |
| Annual return | 15.12% | 90.66%-75.5pp | 335.08%-320.0pp | - |
| Employer contribution / active EE | $537 | $1,779-69.8% | $3,786-85.8% | - |
| Participant deferral / active EE | $4,029 | $3,327+21.1% | $4,482-10.1% | - |
| Admin fee / account holder | $44 | $9,756-99.5% | $8,020-99.4% | - |