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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,985 |
ADP BROKER-DEALER4 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 | $136,012 | $136,307-0.2% | $177,821-23.5% | $73,488+85.1% |
| Participation rate | 91.0% | 86.1%+4.8pp | 87.7%+3.2pp | 70.7%+20.3pp |
| Annual return | 19.26% | 18.68%+0.6pp | 48.32%-29.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $2,211 | $3,712-40.4% | $5,918-62.6% | $2,270-2.6% |
| Participant deferral / active EE | $13,515 | $5,829+131.9% | $7,714+75.2% | $3,740+261.4% |
| Admin fee / account holder | $167 | $596-71.9% | $12,427-98.7% | $513-67.4% |