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 | $3,035 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $220,453 | $61,156+260.5% | $185,823+18.6% | $79,386+177.7% |
| Participation rate | 97.5% | 66.6%+30.8pp | 81.7%+15.8pp | 70.7%+26.7pp |
| Annual return | 16.15% | 19.45%-3.3pp | 122.05%-105.9pp | 116.85%-100.7pp |
| Employer contribution / active EE | $9,284 | $2,321+300.1% | $5,167+79.7% | $2,427+282.5% |
| Participant deferral / active EE | $9,003 | $2,789+222.8% | $5,568+61.7% | $4,046+122.5% |
| Admin fee / account holder | $30 | $710-95.7% | $16,237-99.8% | $626-95.2% |