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 | $28,850 |
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 | $33,806 | $60,776-44.4% | $85,682-60.5% | $79,386-57.4% |
| Participation rate | 70.3% | 62.1%+8.2pp | 69.9%+0.4pp | 70.7%-0.4pp |
| Annual return | 14.90% | 16.57%-1.7pp | 21.49%-6.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,140 | $1,663-31.4% | $2,618-56.4% | $2,427-53.0% |
| Participant deferral / active EE | $3,362 | $2,919+15.2% | $3,923-14.3% | $4,046-16.9% |
| Admin fee / account holder | $148 | $438-66.3% | $6,873-97.8% | $626-76.4% |