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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,164 |
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 | $179,096 | $50,815+252.4% | $155,509+15.2% | $77,643+130.7% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 18.71% | 34.80%-16.1pp | 64.67%-46.0pp | 31.24%-12.5pp |
| Employer contribution / active EE | $8,034 | $1,993+303.2% | $4,672+71.9% | $2,726+194.7% |
| Participant deferral / active EE | $7,385 | $2,822+161.7% | $5,626+31.3% | $4,647+58.9% |
| Admin fee / account holder | $25 | $437-94.3% | $15,912-99.8% | $430-94.2% |