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 9-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 | $95,162 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $67,332 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $17,868 | $53,165-66.4% | $86,188-79.3% | $74,419-76.0% |
| Participation rate | 92.6% | 64.9%+27.8pp | 69.0%+23.7pp | 70.7%+21.9pp |
| Annual return | 18.09% | 22.64%-4.6pp | 1168.45%-1150.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,695 | $3,234+107.0% | $3,985+68.0% | $4,528+47.9% |
| Admin fee / account holder | $194 | $551-64.8% | $6,852-97.2% | $348-44.1% |