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 | $50,107 |
ADP BROKER-DEALER2 years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER9+ years Service code 59 | Shareholder Servicing | $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 | $62,975 | $53,165+18.5% | $86,188-26.9% | $74,419-15.4% |
| Participation rate | 89.8% | 64.9%+24.9pp | 69.0%+20.8pp | 70.7%+19.0pp |
| Annual return | 15.91% | 22.64%-6.7pp | 1168.45%-1152.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,485 | $1,210+105.4% | $2,380+4.4% | $2,637-5.8% |
| Participant deferral / active EE | $5,167 | $3,234+59.8% | $3,985+29.7% | $4,528+14.1% |
| Admin fee / account holder | $76 | $551-86.3% | $6,852-98.9% | $348-78.3% |