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 | $61,738 |
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 | $28,806 | $80,724-64.3% | $103,333-72.1% | $74,495-61.3% |
| Participation rate | 90.9% | 65.7%+25.3pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 17.62% | 27.56%-9.9pp | 24.88%-7.3pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $2,998 | $3,157-5.0% | $3,868-22.5% | $2,623+14.3% |
| Participant deferral / active EE | $4,153 | $3,860+7.6% | $5,057-17.9% | $4,346-4.4% |
| Admin fee / account holder | $217 | $2,368-90.9% | $8,355-97.4% | $1,942-88.8% |