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 | $12,272 |
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 | $51,199 | $102,389-50.0% | $100,516-49.1% | $90,288-43.3% |
| Participation rate | 79.8% | 84.0%-4.2pp | 79.4%+0.4pp | 73.4%+6.5pp |
| Annual return | 32.90% | 22.50%+10.4pp | 30.89%+2.0pp | 53.97%-21.1pp |
| Employer contribution / active EE | $2,445 | $3,056-20.0% | $3,418-28.5% | $2,524-3.2% |
| Participant deferral / active EE | $9,411 | $7,514+25.2% | $6,270+50.1% | $4,232+122.4% |
| Admin fee / account holder | $6 | $83-93.0% | $8,081-99.9% | $114-94.9% |