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 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 | $37,888 | $48,261-21.5% | $68,793-44.9% | $55,725-32.0% |
| Participation rate | 88.3% | 71.0%+17.2pp | 72.2%+16.1pp | 70.9%+17.4pp |
| Annual return | 4.03% | -2.61%+6.6pp | -4.63%+8.7pp | 244.93%-240.9pp |
| Employer contribution / active EE | $2,353 | $1,742+35.1% | $2,625-10.4% | $2,078+13.2% |
| Participant deferral / active EE | $1,674 | $2,712-38.3% | $3,311-49.5% | $3,356-50.1% |
| Admin fee / account holder | $7 | $126-94.3% | $5,131-99.9% | $115-93.8% |