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 | $11,825 |
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 | $61,061 | $78,976-22.7% | $100,383-39.2% | $74,546-18.1% |
| Participation rate | 91.3% | 79.5%+11.8pp | 81.5%+9.8pp | 67.2%+24.1pp |
| Annual return | 17.34% | 20.62%-3.3pp | 49.26%-31.9pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $4,911 | $3,019+62.7% | $3,944+24.5% | $2,624+87.1% |
| Participant deferral / active EE | $12,808 | $7,758+65.1% | $8,086+58.4% | $4,347+194.6% |
| Admin fee / account holder | $32 | $1,330-97.6% | $7,900-99.6% | $1,944-98.3% |