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 | $45,340 |
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 | $62,824 | $52,293+20.1% | $178,490-64.8% | $73,409-14.4% |
| Participation rate | 97.2% | 65.3%+31.8pp | 81.9%+15.2pp | 72.2%+25.0pp |
| Annual return | 17.20% | 34.75%-17.5pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,644 | $1,735+52.4% | $5,011-47.2% | $2,234+18.4% |
| Participant deferral / active EE | $5,720 | $2,332+145.3% | $5,202+10.0% | $3,805+50.3% |
| Admin fee / account holder | $71 | $127-44.1% | $13,984-99.5% | $158-54.9% |