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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,781 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $22,289 | $54,193-58.9% | $93,654-76.2% | $77,671-71.3% |
| Participation rate | 87.6% | 63.9%+23.7pp | 68.7%+18.9pp | 70.6%+17.0pp |
| Annual return | 16.79% | 30.54%-13.7pp | 133.34%-116.5pp | 31.21%-14.4pp |
| Employer contribution / active EE | $580 | $1,168-50.4% | $2,421-76.0% | $2,726-78.7% |
| Participant deferral / active EE | $2,986 | $3,144-5.0% | $4,413-32.3% | $4,648-35.8% |
| Admin fee / account holder | $22 | $576-96.1% | $8,282-99.7% | $430-94.8% |