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 | $6,825 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: PURSHE KAPLAN STERLING Service code 49 5060 CALIFORNIA AVE · BAKERSFIELD, CA 93309 | 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 | $13,709 | $36,916-62.9% | $156,549-91.2% | $57,658-76.2% |
| Participation rate | 77.5% | 63.4%+14.1pp | 84.0%-6.5pp | 70.2%+7.3pp |
| Annual return | 6.34% | 12.38%-6.0pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $705 | $1,571-55.1% | $5,501-87.2% | $1,974-64.3% |
| Participant deferral / active EE | $1,851 | $1,926-3.9% | $4,871-62.0% | $3,061-39.5% |
| Admin fee / account holder | $14 | $82-82.4% | $13,027-99.9% | $95-84.7% |