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 | $14,793 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,631 | $89,436-54.6% | $164,813-75.3% | $77,643-47.7% |
| Participation rate | 95.9% | 78.6%+17.3pp | 78.6%+17.3pp | 70.6%+25.4pp |
| Annual return | 13.33% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,046 | $2,569-59.3% | $4,341-75.9% | $2,726-61.6% |
| Participant deferral / active EE | $2,887 | $4,897-41.1% | $6,031-52.1% | $4,647-37.9% |
| Admin fee / account holder | $29 | $339-91.4% | $12,690-99.8% | $430-93.2% |