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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,470 |
Service code 15 · EIN 45-3794639 | Recordkeeping | $8,259 |
ADP BROKER-DEALER4+ 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 | $60,825 | $86,332-29.5% | $125,175-51.4% | $65,185-6.7% |
| Participation rate | 88.6% | 75.3%+13.3pp | 79.8%+8.8pp | 70.2%+18.4pp |
| Annual return | 20.22% | 27.43%-7.2pp | 43.79%-23.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $734 | $2,040-64.0% | $3,865-81.0% | $2,177-66.3% |
| Participant deferral / active EE | $5,350 | $3,537+51.3% | $4,937+8.4% | $3,514+52.3% |
| Admin fee / account holder | $224 | $609-63.2% | $9,702-97.7% | $847-73.6% |