Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $32,036 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,828 | $122,259-22.4% | $147,005-35.5% | $199,768-52.5% |
| Participation rate | 96.9% | 78.3%+18.7pp | 82.2%+14.8pp | 72.0%+24.9pp |
| Annual return | 17.52% | 30.58%-13.1pp | 418.76%-401.2pp | 34.26%-16.7pp |
| Employer contribution / active EE | $5,026 | $4,097+22.7% | $4,934+1.9% | $3,037+65.5% |
| Participant deferral / active EE | $13,506 | $8,504+58.8% | $8,070+67.4% | $5,090+165.4% |
| Admin fee / account holder | $16 | $179-91.1% | $13,006-99.9% | $269-94.1% |