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-DEALER3 years Filed as: ADP RETIREMENT SERVICES Service code 49 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Other Services | $34,902 |
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,680 |
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 | $22,281 | $64,871-65.7% | $129,110-82.7% | $66,914-66.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -15.02% | -12.21%-2.8pp | -10.94%-4.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,476 | $3,741-60.5% | $5,052-70.8% | $2,544-42.0% |
| Participant deferral / active EE | $3,246 | $5,090-36.2% | $6,542-50.4% | $4,237-23.4% |
| Admin fee / account holder | $137 | $629-78.3% | $14,302-99.0% | $593-77.0% |