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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $90,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,497 | $65,946-73.5% | $81,783-78.6% | $77,671-77.5% |
| Participation rate | 91.9% | 65.8%+26.2pp | 72.4%+19.6pp | 70.6%+21.4pp |
| Annual return | 20.85% | 26.65%-5.8pp | 775.05%-754.2pp | 31.21%-10.4pp |
| Employer contribution / active EE | $2,512 | $2,371+5.9% | $2,913-13.8% | $2,726-7.9% |
| Participant deferral / active EE | $6,051 | $3,507+72.6% | $4,320+40.1% | $4,648+30.2% |
| Admin fee / account holder | $158 | $527-69.9% | $7,380-97.9% | $430-63.2% |