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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,348 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $29,821 | $65,061-54.2% | $143,757-79.3% | $66,914-55.4% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -13.29% | -11.14%-2.2pp | -0.04%-13.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,224 | $2,361-48.1% | $4,951-75.3% | $2,544-51.9% |
| Participant deferral / active EE | $3,514 | $2,919+20.4% | $5,637-37.7% | $4,237-17.1% |
| Admin fee / account holder | $41 | $502-91.9% | $14,673-99.7% | $593-93.1% |