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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,295 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,981 | $62,543-12.1% | $83,333-34.0% | $55,725-1.3% |
| Participation rate | 97.5% | 78.4%+19.1pp | 77.8%+19.7pp | 70.9%+26.6pp |
| Annual return | -7.43% | 14.85%-22.3pp | 10.63%-18.1pp | 244.93%-252.4pp |
| Employer contribution / active EE | $4,093 | $2,427+68.6% | $3,379+21.1% | $2,078+96.9% |
| Participant deferral / active EE | $7,448 | $5,682+31.1% | $5,565+33.8% | $3,356+122.0% |
| Admin fee / account holder | $12 | $103-88.3% | $7,510-99.8% | $115-89.6% |