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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,077 |
ADP BROKER-DEALER2 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 | $81,345 | $79,523+2.3% | $140,016-41.9% | $56,287+44.5% |
| Participation rate | 91.0% | 85.7%+5.2pp | 87.5%+3.5pp | 69.9%+21.1pp |
| Annual return | -2.52% | 2.39%-4.9pp | 651.12%-653.6pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,139 | $3,350-36.1% | $5,606-61.8% | $2,111+1.3% |
| Participant deferral / active EE | $11,886 | $5,129+131.7% | $6,927+71.6% | $3,350+254.8% |
| Admin fee / account holder | $155 | $614-74.7% | $10,705-98.5% | $521-70.2% |