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 7-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 | $14,854 |
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 | $50,662 | $73,404-31.0% | $87,100-41.8% | $67,579-25.0% |
| Participation rate | 85.3% | 80.9%+4.5pp | 76.9%+8.5pp | 71.3%+14.1pp |
| Annual return | 19.92% | 48.29%-28.4pp | 28.19%-8.3pp | 378.56%-358.6pp |
| Employer contribution / active EE | $814 | $2,014-59.6% | $2,521-67.7% | $2,148-62.1% |
| Participant deferral / active EE | $3,177 | $3,913-18.8% | $4,049-21.5% | $3,539-10.2% |
| Admin fee / account holder | $32 | $142-77.3% | $7,497-99.6% | $142-77.4% |