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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,105 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $81,550 | $81,625-0.1% | $167,512-51.3% | $74,304+9.8% |
| Participation rate | 86.4% | 60.0%+26.3pp | 77.1%+9.3pp | 60.3%+26.0pp |
| Annual return | 21.17% | 26.09%-4.9pp | 1615.79%-1594.6pp | 29.43%-8.3pp |
| Employer contribution / active EE | $2,557 | $2,010+27.2% | $3,882-34.1% | $2,241+14.1% |
| Participant deferral / active EE | $6,314 | $4,115+53.4% | $6,405-1.4% | $3,767+67.6% |
| Admin fee / account holder | $7 | $3,474-99.8% | $9,769-99.9% | $2,969-99.8% |