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 | $4,930 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $59,895 | $63,764-6.1% | $81,930-26.9% | $79,858-25.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.56% | 22.66%-7.1pp | 29.49%-13.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,383 | $1,795-23.0% | $4,310-67.9% | $2,471-44.0% |
| Participant deferral / active EE | $4,258 | $2,780+53.2% | $7,107-40.1% | $3,740+13.9% |
| Admin fee / account holder | $39 | $4,426-99.1% | $5,158-99.3% | $5,306-99.3% |