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 | $21,241 |
ADP BROKER-DEALER6+ 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 | $81,335 | $100,801-19.3% | $149,696-45.7% | $73,409+10.8% |
| Participation rate | 70.1% | 77.7%-7.6pp | 82.5%-12.4pp | 72.2%-2.1pp |
| Annual return | 26.38% | 265.34%-239.0pp | 276.60%-250.2pp | 59.29%-32.9pp |
| Employer contribution / active EE | $4,224 | $3,312+27.6% | $4,644-9.0% | $2,234+89.1% |
| Participant deferral / active EE | $7,438 | $6,404+16.1% | $6,842+8.7% | $3,805+95.4% |
| Admin fee / account holder | $44 | $181-75.4% | $9,309-99.5% | $158-71.8% |