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 | $48,310 |
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 | $139,511 | $78,485+77.8% | $106,213+31.3% | $74,495+87.3% |
| Participation rate | 85.4% | 72.8%+12.5pp | 75.3%+10.1pp | 67.2%+18.2pp |
| Annual return | 15.00% | 15.95%-1.0pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $926 | $2,523-63.3% | $3,171-70.8% | $2,623-64.7% |
| Participant deferral / active EE | $7,735 | $4,322+79.0% | $5,016+54.2% | $4,346+78.0% |
| Admin fee / account holder | $270 | $2,232-87.9% | $11,033-97.6% | $1,942-86.1% |