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 | $2,290 |
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 | $90,823 | $64,909+39.9% | $82,313+10.3% | $62,292+45.8% |
| Participation rate | 80.1% | 74.9%+5.3pp | 76.9%+3.2pp | 69.5%+10.6pp |
| Annual return | 17.59% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $4,021 | $1,676+139.9% | $2,428+65.6% | $2,042+96.9% |
| Participant deferral / active EE | $7,213 | $3,103+132.4% | $3,706+94.6% | $3,169+127.6% |
| Admin fee / account holder | $15 | $440-96.5% | $5,608-99.7% | $479-96.8% |