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 6-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,765 |
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 | $28,833 | $66,813-56.8% | $100,516-71.3% | $73,488-60.8% |
| Participation rate | 87.4% | 77.5%+9.9pp | 79.4%+8.0pp | 70.7%+16.7pp |
| Annual return | 27.11% | 25.70%+1.4pp | 30.89%-3.8pp | 28.51%-1.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,502 | $5,883+44.5% | $6,270+35.6% | $3,740+127.4% |
| Admin fee / account holder | $6 | $512-98.7% | $8,081-99.9% | $513-98.7% |