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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,972 |
ADP BROKER-DEALER9+ 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 | $59,463 | $89,282-33.4% | $94,646-37.2% | $74,419-20.1% |
| Participation rate | 98.7% | 82.4%+16.3pp | 80.8%+17.9pp | 70.7%+28.0pp |
| Annual return | 26.58% | 25.96%+0.6pp | 156.71%-130.1pp | 34.38%-7.8pp |
| Employer contribution / active EE | $6,959 | $3,022+130.2% | $3,672+89.5% | $2,637+163.9% |
| Participant deferral / active EE | $19,613 | $8,425+132.8% | $7,418+164.4% | $4,528+333.1% |
| Admin fee / account holder | $54 | $219-75.1% | $7,231-99.2% | $348-84.4% |