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 | $3,510 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,938 | $155,795-81.4% | $136,294-78.8% | $69,631-58.4% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 32.78% | 232464.33%-232431.5pp | 5155.94%-5123.2pp | 27571.02%-27538.2pp |
| Employer contribution / active EE | $3,422 | $2,991+14.4% | $4,695-27.1% | $2,032+68.4% |
| Participant deferral / active EE | $8,695 | $5,394+61.2% | $6,247+39.2% | $3,224+169.7% |
| Admin fee / account holder | $7 | $128-94.4% | $9,243-99.9% | $110-93.5% |