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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,670 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,753 | $125,758+180.5% | $169,993+107.5% | $75,163+369.3% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 19.93% | 27.20%-7.3pp | 53.37%-33.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $9,613 | $4,615+108.3% | $6,785+41.7% | $2,670+260.1% |
| Participant deferral / active EE | $16,898 | $6,837+147.1% | $10,408+62.4% | $4,125+309.6% |
| Admin fee / account holder | $13 | $8,173-99.8% | $12,815-99.9% | $5,651-99.8% |