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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,824 |
ADP BROKER-DEALER10+ 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 | $78,112 | $89,808-13.0% | $100,391-22.2% | $77,643+0.6% |
| Participation rate | 98.6% | 81.2%+17.4pp | 81.5%+17.1pp | 70.6%+28.0pp |
| Annual return | 18.12% | 20.62%-2.5pp | 49.20%-31.1pp | 31.24%-13.1pp |
| Employer contribution / active EE | $4,660 | $3,039+53.4% | $3,942+18.2% | $2,726+71.0% |
| Participant deferral / active EE | $16,233 | $8,284+96.0% | $8,082+100.9% | $4,647+249.3% |
| Admin fee / account holder | $78 | $174-55.5% | $7,899-99.0% | $430-82.0% |