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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,110 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,750 | $64,612-41.6% | $86,436-56.3% | $64,808-41.8% |
| Participation rate | 98.5% | 81.5%+17.1pp | 80.3%+18.2pp | 71.5%+27.1pp |
| Annual return | -14.27% | 0.66%-14.9pp | 4394.89%-4409.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $4,689 | $2,744+70.8% | $3,769+24.4% | $2,506+87.1% |
| Participant deferral / active EE | $13,328 | $7,497+77.8% | $6,952+91.7% | $4,310+209.2% |
| Admin fee / account holder | $44 | $169-73.9% | $6,731-99.3% | $188-76.5% |