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 | $47,791 |
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 | $18,129 | $43,233-58.1% | $185,117-90.2% | $77,958-76.7% |
| Participation rate | 94.3% | 64.2%+30.1pp | 77.3%+17.0pp | 71.6%+22.7pp |
| Annual return | 20.28% | 20.43%-0.1pp | 40.50%-20.2pp | 20.87%-0.6pp |
| Employer contribution / active EE | $1,149 | $1,312-12.4% | $4,182-72.5% | $2,310-50.3% |
| Participant deferral / active EE | $2,057 | $2,912-29.4% | $5,045-59.2% | $3,537-41.8% |
| Admin fee / account holder | $38 | $95-59.8% | $8,159-99.5% | $97-60.7% |