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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,700 |
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 | $52,412 | $74,089-29.3% | $133,980-60.9% | $55,167-5.0% |
| Participation rate | 75.5% | 84.3%-8.8pp | 87.1%-11.6pp | 69.0%+6.5pp |
| Annual return | 9.97% | 12.11%-2.1pp | 29.30%-19.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,712 | $4,678+43.5% | $6,282+6.8% | $3,054+119.8% |
| Admin fee / account holder | $23 | $458-94.9% | $9,324-99.7% | $504-95.4% |