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 | $5,813 |
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 | $70,944 | $60,545+17.2% | $92,233-23.1% | $69,631+1.9% |
| Participation rate | 82.2% | 72.2%+10.0pp | 76.5%+5.7pp | 70.7%+11.5pp |
| Annual return | 22.15% | 19.71%+2.4pp | 176.28%-154.1pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $1,314 | $2,633-50.1% | $3,679-64.3% | $2,032-35.3% |
| Participant deferral / active EE | $4,825 | $2,828+70.6% | $3,897+23.8% | $3,224+49.7% |
| Admin fee / account holder | $14 | $145-90.1% | $5,194-99.7% | $110-87.0% |