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 9-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,127 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,599 |
ADP BROKER-DEALER3+ 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 | $29,632 | $59,186-49.9% | $76,768-61.4% | $56,287-47.4% |
| Participation rate | 93.4% | 75.2%+18.2pp | 77.0%+16.5pp | 69.9%+23.6pp |
| Annual return | -5.67% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,706 | $1,759-3.0% | $2,485-31.4% | $2,111-19.2% |
| Participant deferral / active EE | $4,008 | $3,255+23.2% | $3,852+4.1% | $3,350+19.7% |
| Admin fee / account holder | $71 | $489-85.5% | $6,675-98.9% | $521-86.4% |