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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,721 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,228 | $106,110-49.8% | $147,005-63.8% | $77,671-31.5% |
| Participation rate | 78.9% | 78.4%+0.5pp | 82.2%-3.3pp | 70.6%+8.3pp |
| Annual return | 17.42% | 56.77%-39.4pp | 418.76%-401.3pp | 31.21%-13.8pp |
| Employer contribution / active EE | $987 | $4,065-75.7% | $4,934-80.0% | $2,726-63.8% |
| Participant deferral / active EE | $7,552 | $7,992-5.5% | $8,070-6.4% | $4,648+62.5% |
| Admin fee / account holder | $75 | $338-77.9% | $13,006-99.4% | $430-82.7% |