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 | $7,709 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $29,642 | $64,286-53.9% | $90,951-67.4% | $73,409-59.6% |
| Participation rate | 80.9% | 63.6%+17.3pp | 69.0%+11.9pp | 72.2%+8.8pp |
| Annual return | 17.13% | 21.45%-4.3pp | 134.60%-117.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,570 | $2,453+4.8% | $3,373-23.8% | $3,805-32.5% |
| Admin fee / account holder | $23 | $287-92.1% | $5,959-99.6% | $158-85.7% |