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 | $10,913 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $29,286 | $56,767-48.4% | $101,794-71.2% | $85,563-65.8% |
| Participation rate | 87.9% | 57.6%+30.3pp | 69.2%+18.7pp | 66.0%+21.9pp |
| Annual return | 17.77% | 17.76%0pp | 30.53%-12.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $630 | $1,112-43.3% | $2,289-72.5% | $2,654-76.3% |
| Participant deferral / active EE | $3,303 | $2,720+21.4% | $4,084-19.1% | $4,375-24.5% |
| Admin fee / account holder | $26 | $1,098-97.6% | $8,777-99.7% | $834-96.9% |