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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,750 |
THE CENTURION GROUP, LLC2+ years Service code 15 · EIN 20-8394397 | Recordkeeping | $15,908 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $58,917 | $63,299-6.9% | $91,001-35.3% | $62,292-5.4% |
| Participation rate | 91.7% | 73.3%+18.4pp | 75.6%+16.1pp | 69.5%+22.2pp |
| Annual return | 18.94% | 20.99%-2.1pp | 4.60%+14.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $582 | $1,807-67.8% | $2,456-76.3% | $2,042-71.5% |
| Participant deferral / active EE | $4,244 | $2,943+44.2% | $3,547+19.6% | $3,169+33.9% |
| Admin fee / account holder | $283 | $468-39.5% | $5,417-94.8% | $479-41.0% |