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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $46,185 |
USCA RIA LLC3 years Service code 15 · EIN 61-1687272 | Recordkeeping | $20,617 |
ADP BROKER-DEALER5+ 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 | $16,901 | $40,522-58.3% | $84,611-80.0% | $67,579-75.0% |
| Participation rate | 76.8% | 51.1%+25.7pp | 68.2%+8.6pp | 71.3%+5.6pp |
| Annual return | 26.65% | 32.72%-6.1pp | 258.74%-232.1pp | 378.56%-351.9pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,599 | $2,132+162.6% | $3,899+43.6% | $3,539+58.2% |
| Admin fee / account holder | $153 | $145+5.6% | $4,912-96.9% | $142+7.8% |