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 | $32,830 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $27,533 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,389 | $58,264-25.5% | $86,612-49.9% | $71,457-39.3% |
| Participation rate | 87.7% | 65.0%+22.7pp | 71.7%+16.0pp | 67.9%+19.8pp |
| Annual return | 16.46% | 21.63%-5.2pp | 591.07%-574.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $306 | $2,574-88.1% | $3,022-89.9% | $2,588-88.2% |
| Participant deferral / active EE | $3,314 | $3,436-3.6% | $4,438-25.3% | $4,289-22.7% |
| Admin fee / account holder | $293 | $1,057-72.3% | $5,614-94.8% | $1,587-81.5% |