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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,652 |
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 | $28,327 | $49,693-43.0% | $70,515-59.8% | $74,419-61.9% |
| Participation rate | 70.2% | 64.7%+5.5pp | 68.3%+1.8pp | 70.7%-0.6pp |
| Annual return | 20.34% | 21.22%-0.9pp | 32.77%-12.4pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,816 | $1,773+2.4% | $2,973-38.9% | $2,637-31.1% |
| Participant deferral / active EE | $3,287 | $3,376-2.6% | $4,567-28.0% | $4,528-27.4% |
| Admin fee / account holder | $135 | $316-57.1% | $6,412-97.9% | $348-61.1% |