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 | $78,483+77.8% | $106,201+31.4% | $74,546+87.1% |
| Participation rate | 85.4% | 72.8%+12.6pp | 75.3%+10.1pp | 67.2%+18.2pp |
| Annual return | 15.00% | 15.94%-0.9pp | 116.26%-101.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $926 | $2,522-63.3% | $3,170-70.8% | $2,624-64.7% |
| Participant deferral / active EE | $7,735 | $4,320+79.0% | $5,012+54.3% | $4,347+77.9% |
| Admin fee / account holder | $270 | $2,236-87.9% | $11,039-97.6% | $1,944-86.1% |