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 | $4,693 |
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 | $56,804 | $35,123+61.7% | $93,406-39.2% | $73,409-22.6% |
| Participation rate | 99.1% | 68.3%+30.9pp | 66.8%+32.3pp | 72.2%+26.9pp |
| Annual return | 11.78% | 18.89%-7.1pp | 78.05%-66.3pp | 59.29%-47.5pp |
| Employer contribution / active EE | $2,186 | $1,247+75.3% | $2,075+5.4% | $2,234-2.1% |
| Participant deferral / active EE | $3,070 | $2,249+36.5% | $3,126-1.8% | $3,805-19.3% |
| Admin fee / account holder | $6 | $108-94.3% | $5,230-99.9% | $158-96.1% |