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 | $39,760 |
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 | $92,572 | $78,781+17.5% | $100,516-7.9% | $73,409+26.1% |
| Participation rate | 98.9% | 80.0%+18.8pp | 79.4%+19.5pp | 72.2%+26.7pp |
| Annual return | 19.73% | 31.69%-12.0pp | 30.89%-11.2pp | 59.29%-39.6pp |
| Employer contribution / active EE | $4,945 | $2,420+104.4% | $3,418+44.7% | $2,234+121.4% |
| Participant deferral / active EE | $9,169 | $6,537+40.3% | $6,270+46.2% | $3,805+140.9% |
| Admin fee / account holder | $64 | $145-56.1% | $8,081-99.2% | $158-59.6% |