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 | $4,076 |
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 | $35,935 | $54,573-34.2% | $90,951-60.5% | $73,488-51.1% |
| Participation rate | 96.9% | 61.2%+35.7pp | 69.0%+27.9pp | 70.7%+26.2pp |
| Annual return | 26.90% | 16.69%+10.2pp | 134.60%-107.7pp | 28.51%-1.6pp |
| Employer contribution / active EE | $1,398 | $991+41.0% | $2,122-34.1% | $2,270-38.4% |
| Participant deferral / active EE | $3,965 | $2,517+57.5% | $3,373+17.5% | $3,740+6.0% |
| Admin fee / account holder | $16 | $521-97.0% | $5,959-99.7% | $513-97.0% |