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 9-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,112 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $7,559 |
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 | $33,617 | $56,767-40.8% | $101,794-67.0% | $85,563-60.7% |
| Participation rate | 87.2% | 57.6%+29.6pp | 69.2%+18.0pp | 66.0%+21.2pp |
| Annual return | 16.93% | 17.76%-0.8pp | 30.53%-13.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $602 | $1,112-45.9% | $2,289-73.7% | $2,654-77.3% |
| Participant deferral / active EE | $4,448 | $2,720+63.5% | $4,084+8.9% | $4,375+1.7% |
| Admin fee / account holder | $179 | $1,098-83.7% | $8,777-98.0% | $834-78.5% |