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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,046 |
ADP BROKER-DEALER1+ 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 | $39,565 | $54,320-27.2% | $67,652-41.5% | $52,331-24.4% |
| Participation rate | 89.5% | 73.6%+15.9pp | 75.7%+13.8pp | 68.1%+21.4pp |
| Annual return | -0.22% | 6.81%-7.0pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,643 | $1,544+71.2% | $2,266+16.7% | $1,882+40.5% |
| Participant deferral / active EE | $2,342 | $2,950-20.6% | $3,560-34.2% | $3,022-22.5% |
| Admin fee / account holder | $22 | $527-95.8% | $4,821-99.5% | $592-96.3% |