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 | $2,446 |
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 | $33,625 | $39,859-15.6% | $78,689-57.3% | $57,658-41.7% |
| Participation rate | 83.5% | 66.1%+17.4pp | 73.6%+10.0pp | 70.2%+13.3pp |
| Annual return | 9.30% | 18.96%-9.7pp | 62.18%-52.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $407 | $1,786-77.2% | $2,851-85.7% | $1,974-79.4% |
| Participant deferral / active EE | $3,330 | $2,248+48.1% | $3,517-5.3% | $3,061+8.8% |
| Admin fee / account holder | $5 | $76-93.1% | $4,510-99.9% | $95-94.5% |