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 9-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,206 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $25,495 | $31,424-18.9% | $81,478-68.7% | $69,631-63.4% |
| Participation rate | 98.5% | 50.8%+47.6pp | 68.0%+30.5pp | 70.7%+27.8pp |
| Annual return | 30.19% | 22.44%+7.7pp | 38.78%-8.6pp | 27571.02%-27540.8pp |
| Employer contribution / active EE | $4,352 | $1,029+322.9% | $2,568+69.5% | $2,032+114.2% |
| Participant deferral / active EE | $5,732 | $1,838+211.8% | $3,537+62.1% | $3,224+77.8% |
| Admin fee / account holder | $16 | $103-84.5% | $4,561-99.7% | $110-85.6% |