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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,241 |
ADP BROKER-DEALER11+ 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 | $70,470 | $87,870-19.8% | $113,168-37.7% | $74,304-5.2% |
| Participation rate | 78.7% | 70.7%+7.9pp | 76.6%+2.1pp | 60.3%+18.3pp |
| Annual return | 15.01% | 26.44%-11.4pp | 24.27%-9.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,741 | $2,277-23.6% | $2,975-41.5% | $2,241-22.3% |
| Participant deferral / active EE | $3,795 | $4,241-10.5% | $5,107-25.7% | $3,767+0.7% |
| Admin fee / account holder | $34 | $3,368-99.0% | $12,068-99.7% | $2,969-98.9% |