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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,790 |
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 | $86,479 | $59,186+46.1% | $76,768+12.6% | $56,287+53.6% |
| Participation rate | 78.8% | 75.2%+3.6pp | 77.0%+1.8pp | 69.9%+8.9pp |
| Annual return | -5.01% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,710 | $1,759+111.0% | $2,485+49.3% | $2,111+75.7% |
| Participant deferral / active EE | $6,852 | $3,255+110.5% | $3,852+77.9% | $3,350+104.6% |
| Admin fee / account holder | $18 | $489-96.2% | $6,675-99.7% | $521-96.5% |