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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,778 |
ADP BROKER-DEALER2+ 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 | $59,846 | $52,884+13.2% | $84,750-29.4% | $55,167+8.5% |
| Participation rate | 95.5% | 67.5%+28.0pp | 76.6%+18.9pp | 69.0%+26.5pp |
| Annual return | 10.04% | 18.03%-8.0pp | 22.78%-12.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $3,379 | $2,233+51.3% | $3,574-5.5% | $1,963+72.2% |
| Participant deferral / active EE | $3,719 | $2,644+40.7% | $3,712+0.2% | $3,054+21.8% |
| Admin fee / account holder | $13 | $581-97.8% | $5,332-99.8% | $504-97.5% |