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 | $37,249 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,755 | $66,457-74.8% | $81,438-79.4% | $77,671-78.4% |
| Participation rate | 83.2% | 68.7%+14.5pp | 69.5%+13.7pp | 70.6%+12.6pp |
| Annual return | 15.17% | 15.93%-0.8pp | 24.74%-9.6pp | 31.21%-16.0pp |
| Employer contribution / active EE | $537 | $2,159-75.1% | $2,460-78.2% | $2,726-80.3% |
| Participant deferral / active EE | $1,706 | $3,679-53.6% | $3,883-56.1% | $4,648-63.3% |
| Admin fee / account holder | $104 | $583-82.1% | $5,764-98.2% | $430-75.8% |