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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,862 |
ADP BROKER-DEALER3+ 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 | $42,056 | $46,173-8.9% | $170,442-75.3% | $69,631-39.6% |
| Participation rate | 96.4% | 63.9%+32.5pp | 83.6%+12.8pp | 70.7%+25.7pp |
| Annual return | 17.00% | 21.62%-4.6pp | 205.93%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,455 | $1,610+52.5% | $5,433-54.8% | $2,032+20.8% |
| Participant deferral / active EE | $5,121 | $2,080+146.2% | $4,939+3.7% | $3,224+58.9% |
| Admin fee / account holder | $59 | $116-48.7% | $13,880-99.6% | $110-46.2% |