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 | $2,734 |
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 | $41,793 | $51,244-18.4% | $80,975-48.4% | $55,167-24.2% |
| Participation rate | 99.2% | 71.7%+27.6pp | 75.8%+23.4pp | 69.0%+30.3pp |
| Annual return | 10.93% | 17.39%-6.5pp | 17.10%-6.2pp | 169.23%-158.3pp |
| Employer contribution / active EE | $4,199 | $1,770+137.2% | $3,714+13.0% | $1,963+113.9% |
| Participant deferral / active EE | $10,638 | $4,418+140.8% | $5,696+86.8% | $3,054+248.3% |
| Admin fee / account holder | $14 | $398-96.4% | $5,516-99.7% | $504-97.2% |