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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,425 |
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 | $30,399 | $51,045-40.4% | $70,515-56.9% | $71,457-57.5% |
| Participation rate | 90.8% | 59.4%+31.3pp | 68.3%+22.4pp | 67.9%+22.8pp |
| Annual return | 15.61% | 42.63%-27.0pp | 32.77%-17.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $849 | $1,790-52.6% | $2,973-71.4% | $2,588-67.2% |
| Participant deferral / active EE | $4,602 | $3,026+52.0% | $4,567+0.8% | $4,289+7.3% |
| Admin fee / account holder | $139 | $1,994-93.0% | $6,412-97.8% | $1,587-91.2% |