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 | $5,145 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,441 | $65,376-30.5% | $87,100-47.8% | $65,185-30.3% |
| Participation rate | 88.6% | 75.3%+13.2pp | 76.9%+11.7pp | 70.2%+18.4pp |
| Annual return | 23.32% | 31.27%-8.0pp | 28.19%-4.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $515 | $1,822-71.7% | $2,521-79.6% | $2,177-76.3% |
| Participant deferral / active EE | $2,354 | $3,388-30.5% | $4,049-41.9% | $3,514-33.0% |
| Admin fee / account holder | $22 | $520-95.8% | $7,497-99.7% | $847-97.4% |