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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,259 |
ADP BROKER-DEALER4 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 | $43,270 | $86,225-49.8% | $146,665-70.5% | $86,799-50.1% |
| Participation rate | 94.7% | 78.0%+16.7pp | 80.1%+14.6pp | 72.3%+22.4pp |
| Annual return | 16.97% | 31.23%-14.3pp | 22.74%-5.8pp | 97.91%-80.9pp |
| Employer contribution / active EE | $956 | $2,392-60.0% | $4,136-76.9% | $2,405-60.3% |
| Participant deferral / active EE | $2,548 | $4,245-40.0% | $5,506-53.7% | $4,131-38.3% |
| Admin fee / account holder | $26 | $195-86.8% | $10,280-99.7% | $170-84.8% |