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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,745 |
USCA RIA LLC4 years Service code 15 · EIN 61-1687272 | Recordkeeping | $24,281 |
ADP BROKER-DEALER6+ 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 | $23,969 | $39,948-40.0% | $89,391-73.2% | $73,409-67.3% |
| Participation rate | 82.3% | 50.4%+31.9pp | 68.0%+14.3pp | 72.2%+10.1pp |
| Annual return | 21.80% | 50.12%-28.3pp | 245.62%-223.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,771 | $2,193+208.8% | $3,890+74.1% | $3,805+77.9% |
| Admin fee / account holder | $176 | $134+31.3% | $4,881-96.4% | $158+11.7% |