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 9-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,747 |
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 | $54,455 | $45,031+20.9% | $85,009-35.9% | $77,671-29.9% |
| Participation rate | 70.7% | 48.7%+22.0pp | 67.5%+3.2pp | 70.6%+0.2pp |
| Annual return | 20.25% | 79.22%-59.0pp | 66.47%-46.2pp | 31.21%-11.0pp |
| Employer contribution / active EE | $2,121 | $1,609+31.8% | $2,728-22.3% | $2,726-22.2% |
| Participant deferral / active EE | $9,149 | $2,807+225.9% | $4,522+102.3% | $4,648+96.8% |
| Admin fee / account holder | $28 | $912-96.9% | $6,153-99.5% | $430-93.5% |