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 9-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,362 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $34,820 | $155,795-77.6% | $136,294-74.5% | $69,631-50.0% |
| Participation rate | 81.9% | 75.2%+6.7pp | 81.9%0pp | 70.7%+11.3pp |
| Annual return | 31.66% | 232464.33%-232432.7pp | 5155.94%-5124.3pp | 27571.02%-27539.4pp |
| Employer contribution / active EE | $2,100 | $2,991-29.8% | $4,695-55.3% | $2,032+3.3% |
| Participant deferral / active EE | $8,354 | $5,394+54.9% | $6,247+33.7% | $3,224+159.2% |
| Admin fee / account holder | $10 | $128-92.3% | $9,243-99.9% | $110-91.1% |