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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,660 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: ROYAL ALLIANCE SECURITIES Service code 49 22485 EAST LA PALMA AVE. · YORBA LINDA, CA 92887 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,155 | $56,640+23.9% | $80,975-13.4% | $57,658+21.7% |
| Participation rate | 50.3% | 75.9%-25.6pp | 75.8%-25.5pp | 70.2%-20.0pp |
| Annual return | 11.36% | 19.97%-8.6pp | 17.10%-5.7pp | 5.13%+6.2pp |
| Employer contribution / active EE | $948 | $2,085-54.5% | $3,714-74.5% | $1,974-52.0% |
| Participant deferral / active EE | $2,918 | $4,944-41.0% | $5,696-48.8% | $3,061-4.7% |
| Admin fee / account holder | $16 | $87-81.2% | $5,516-99.7% | $95-82.6% |