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 | $100,507 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $5,801 | $50,820-88.6% | $155,567-96.3% | $77,671-92.5% |
| Participation rate | 88.8% | 63.1%+25.6pp | 78.2%+10.6pp | 70.6%+18.2pp |
| Annual return | 10.92% | 34.85%-23.9pp | 64.74%-53.8pp | 31.21%-20.3pp |
| Employer contribution / active EE | $1,236 | $1,993-38.0% | $4,674-73.5% | $2,726-54.7% |
| Participant deferral / active EE | $2,265 | $2,823-19.8% | $5,628-59.8% | $4,648-51.3% |
| Admin fee / account holder | $51 | $436-88.4% | $15,916-99.7% | $430-88.3% |