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 | $4,139 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,789 | $81,537-46.3% | $149,718-70.8% | $69,631-37.1% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.1%+6.8pp | 70.7%+23.2pp |
| Annual return | 17.58% | 22.79%-5.2pp | 1501.63%-1484.1pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $773 | $3,239-76.1% | $5,445-85.8% | $2,032-62.0% |
| Participant deferral / active EE | $5,222 | $4,994+4.6% | $6,569-20.5% | $3,224+62.0% |
| Admin fee / account holder | $11 | $107-89.9% | $11,283-99.9% | $110-90.3% |