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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,689 |
THE CENTURION GROUP, LLC4+ years Service code 15 · EIN 20-8394397 | Recordkeeping | $19,136 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,153 | $66,310-6.3% | $93,606-33.6% | $65,185-4.7% |
| Participation rate | 93.8% | 74.0%+19.9pp | 75.8%+18.0pp | 70.2%+23.6pp |
| Annual return | 23.40% | 42.58%-19.2pp | 32.76%-9.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $624 | $2,012-69.0% | $2,718-77.0% | $2,177-71.3% |
| Participant deferral / active EE | $4,177 | $3,342+25.0% | $4,069+2.7% | $3,514+18.9% |
| Admin fee / account holder | $438 | $6,897-93.6% | $7,888-94.4% | $847-48.3% |