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 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | 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 | $74,997 | $60,165+24.7% | $74,183+1.1% | $55,167+35.9% |
| Participation rate | 80.7% | 74.2%+6.5pp | 76.6%+4.0pp | 69.0%+11.7pp |
| Annual return | 15.69% | 10.00%+5.7pp | 17.74%-2.0pp | 169.23%-153.5pp |
| Employer contribution / active EE | $3,485 | $1,600+117.9% | $2,370+47.1% | $1,963+77.6% |
| Participant deferral / active EE | $6,681 | $2,973+124.8% | $3,550+88.2% | $3,054+118.8% |
| Admin fee / account holder | $10 | $419-97.6% | $5,586-99.8% | $504-98.0% |