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 | $132,202 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,154 | $50,982-70.3% | $154,803-90.2% | $85,563-82.3% |
| Participation rate | 87.1% | 59.8%+27.3pp | 78.1%+9.0pp | 66.0%+21.1pp |
| Annual return | 18.43% | 30.35%-11.9pp | 58.88%-40.5pp | 31.51%-13.1pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,945 | $2,474-21.4% | $5,540-64.9% | $4,375-55.5% |
| Admin fee / account holder | $127 | $846-84.9% | $14,329-99.1% | $834-84.7% |