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 37 · EIN 13-3036745 | Loan Processing | $2,660 |
ADP BROKER-DEALER2+ years Service code 59 | 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 | $31,904 | $50,106-36.3% | $70,014-54.4% | $57,658-44.7% |
| Participation rate | 91.7% | 70.9%+20.8pp | 71.8%+19.9pp | 70.2%+21.5pp |
| Annual return | 7.78% | 14.58%-6.8pp | 12.99%-5.2pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,895 | $1,739+8.9% | $2,338-19.0% | $1,974-4.0% |
| Participant deferral / active EE | $3,466 | $2,486+39.4% | $2,931+18.3% | $3,061+13.3% |
| Admin fee / account holder | $6 | $89-93.7% | $4,380-99.9% | $95-94.0% |