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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,845 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,808 | $86,338-55.1% | $91,989-57.8% | $77,787-50.1% |
| Participation rate | 78.8% | 82.9%-4.1pp | 78.6%+0.2pp | 73.2%+5.6pp |
| Annual return | 45.42% | 29.65%+15.8pp | 69.02%-23.6pp | 32.57%+12.8pp |
| Employer contribution / active EE | $2,348 | $2,988-21.4% | $3,452-32.0% | $2,504-6.3% |
| Participant deferral / active EE | $8,546 | $6,908+23.7% | $5,923+44.3% | $3,967+115.4% |
| Admin fee / account holder | $6 | $79-92.3% | $7,743-99.9% | $100-93.9% |