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 | $21,922 |
SENTINEL PENSION ADVISORS5+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $16,085 |
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 | $77,704 | $50,666+53.4% | $76,817+1.2% | $65,185+19.2% |
| Participation rate | 99.4% | 68.8%+30.6pp | 72.1%+27.3pp | 70.2%+29.2pp |
| Annual return | 21.24% | 28.51%-7.3pp | 1166.11%-1144.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $692 | $1,575-56.0% | $2,302-69.9% | $2,177-68.2% |
| Participant deferral / active EE | $4,886 | $2,647+84.6% | $3,336+46.5% | $3,514+39.0% |
| Admin fee / account holder | $195 | $463-57.9% | $6,420-97.0% | $847-77.0% |