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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $106,881 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $83,685 |
ADP BROKER-DEALER6 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 | $20,303 | $54,193-62.5% | $93,606-78.3% | $77,643-73.9% |
| Participation rate | 85.8% | 63.9%+21.9pp | 68.7%+17.1pp | 70.6%+15.3pp |
| Annual return | 12.15% | 30.54%-18.4pp | 133.20%-121.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,019 | $3,144+91.4% | $4,411+36.4% | $4,647+29.5% |
| Admin fee / account holder | $215 | $576-62.7% | $8,285-97.4% | $430-50.1% |