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 | $53,400 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 15 · EIN 84-1612955 | Recordkeeping | $29,561 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 15 · EIN 52-1396995 | Recordkeeping | $28,425 |
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 | $137,544 | $69,231+98.7% | $91,989+49.5% | $67,579+103.5% |
| Participation rate | 92.1% | 78.9%+13.2pp | 78.6%+13.5pp | 71.3%+20.8pp |
| Annual return | 27.09% | 32.03%-4.9pp | 69.02%-41.9pp | 378.56%-351.5pp |
| Employer contribution / active EE | $6,362 | $2,284+178.5% | $3,452+84.3% | $2,148+196.2% |
| Participant deferral / active EE | $12,145 | $5,854+107.5% | $5,923+105.1% | $3,539+243.2% |
| Admin fee / account holder | $191 | $107+77.9% | $7,743-97.5% | $142+34.3% |