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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,985 |
Service code 15 · EIN 05-0255779 | Recordkeeping | $9,800 |
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 | $207,437 | $50,982+306.9% | $154,803+34.0% | $85,563+142.4% |
| Participation rate | 97.9% | 59.8%+38.2pp | 78.1%+19.9pp | 66.0%+32.0pp |
| Annual return | 20.06% | 30.35%-10.3pp | 58.88%-38.8pp | 31.51%-11.5pp |
| Employer contribution / active EE | $7,669 | $1,708+348.9% | $4,305+78.1% | $2,654+189.0% |
| Participant deferral / active EE | $7,335 | $2,474+196.4% | $5,540+32.4% | $4,375+67.6% |
| Admin fee / account holder | $45 | $846-94.7% | $14,329-99.7% | $834-94.6% |