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 | $45,506 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $9,363 |
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 | $35,227 | $57,831-39.1% | $82,389-57.2% | $85,563-58.8% |
| Participation rate | 92.6% | 55.0%+37.6pp | 69.5%+23.1pp | 66.0%+26.6pp |
| Annual return | 17.52% | 17.86%-0.3pp | 28.67%-11.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,830 | $1,643+11.4% | $2,517-27.3% | $2,654-31.0% |
| Participant deferral / active EE | $4,219 | $3,118+35.3% | $4,155+1.5% | $4,375-3.6% |
| Admin fee / account holder | $175 | $1,391-87.4% | $7,231-97.6% | $834-79.1% |