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 | $6,844 |
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 | $80,326 | $88,634-9.4% | $101,326-20.7% | $74,304+8.1% |
| Participation rate | 95.2% | 76.9%+18.4pp | 81.5%+13.7pp | 60.3%+34.9pp |
| Annual return | 19.80% | 33.10%-13.3pp | 36.82%-17.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $4,711 | $2,930+60.8% | $3,665+28.5% | $2,241+110.2% |
| Participant deferral / active EE | $13,553 | $7,322+85.1% | $7,994+69.5% | $3,767+259.8% |
| Admin fee / account holder | $30 | $2,425-98.8% | $11,185-99.7% | $2,969-99.0% |