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 | $26,623 |
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 | $19,152 | $42,582-55.0% | $171,082-88.8% | $57,658-66.8% |
| Participation rate | 86.5% | 63.9%+22.6pp | 76.7%+9.8pp | 70.2%+16.3pp |
| Annual return | 9.50% | 308.67%-299.2pp | 32.56%-23.1pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,037 | $1,306-20.6% | $4,002-74.1% | $1,974-47.5% |
| Participant deferral / active EE | $2,684 | $2,933-8.5% | $4,797-44.1% | $3,061-12.3% |
| Admin fee / account holder | $31 | $82-62.0% | $8,520-99.6% | $95-66.9% |