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 | $29,016 |
GOLDMAN SACHS3+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 15 · EIN 27-4981131 | Recordkeeping | $17,017 |
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 | $23,876 | $73,102-67.3% | $123,544-80.7% | $56,287-57.6% |
| Participation rate | 78.1% | 74.3%+3.8pp | 82.3%-4.2pp | 69.9%+8.3pp |
| Annual return | -4.46% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,696 | $2,977-43.0% | $4,628-63.3% | $2,111-19.6% |
| Participant deferral / active EE | $7,308 | $5,423+34.8% | $6,426+13.7% | $3,350+118.2% |
| Admin fee / account holder | $255 | $554-53.9% | $9,284-97.3% | $521-51.0% |