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 | $5,148 |
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 | $50,719 | $89,436-43.3% | $164,813-69.2% | $77,643-34.7% |
| Participation rate | 96.8% | 78.6%+18.2pp | 78.6%+18.2pp | 70.6%+26.2pp |
| Annual return | 17.01% | 28.83%-11.8pp | 69.93%-52.9pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,283 | $2,569-11.1% | $4,341-47.4% | $2,726-16.3% |
| Participant deferral / active EE | $5,033 | $4,897+2.8% | $6,031-16.5% | $4,647+8.3% |
| Admin fee / account holder | $11 | $339-96.8% | $12,690-99.9% | $430-97.5% |