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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,479 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $67,802 | $79,171-14.4% | $102,423-33.8% | $74,495-9.0% |
| Participation rate | 73.9% | 74.8%-0.9pp | 76.5%-2.6pp | 67.2%+6.7pp |
| Annual return | 13.12% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,758 | $2,362-25.6% | $3,023-41.9% | $2,623-33.0% |
| Participant deferral / active EE | $3,674 | $4,415-16.8% | $5,053-27.3% | $4,346-15.5% |
| Admin fee / account holder | $28 | $2,001-98.6% | $9,451-99.7% | $1,942-98.5% |