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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,479 |
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 | $145,888 | $46,292+215.1% | $143,757+1.5% | $64,808+125.1% |
| Participation rate | 99.2% | 64.2%+35.0pp | 80.3%+18.9pp | 71.5%+27.8pp |
| Annual return | -14.94% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $7,755 | $1,910+306.1% | $4,951+56.6% | $2,506+209.5% |
| Participant deferral / active EE | $6,753 | $2,646+155.3% | $5,637+19.8% | $4,310+56.7% |
| Admin fee / account holder | $19 | $154-87.6% | $14,673-99.9% | $188-89.9% |