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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $995 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | 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 | $68,862 | $67,703+1.7% | $127,761-46.1% | $65,185+5.6% |
| Participation rate | 73.3% | 74.5%-1.2pp | 79.0%-5.7pp | 70.2%+3.1pp |
| Annual return | 20.19% | 24.36%-4.2pp | 26.14%-6.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,737 | $3,724-53.3% | $4,574-62.0% | $2,177-20.2% |
| Participant deferral / active EE | $6,472 | $4,787+35.2% | $6,021+7.5% | $3,514+84.2% |
| Admin fee / account holder | $8 | $618-98.7% | $9,395-99.9% | $847-99.1% |