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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,564 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $51,125 | $72,254-29.2% | $86,677-41.0% | $64,808-21.1% |
| Participation rate | 81.7% | 80.4%+1.3pp | 76.6%+5.1pp | 71.5%+10.2pp |
| Annual return | -15.09% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,046 | $2,393-56.3% | $2,836-63.1% | $2,506-58.3% |
| Participant deferral / active EE | $4,623 | $4,658-0.7% | $4,656-0.7% | $4,310+7.3% |
| Admin fee / account holder | $18 | $174-89.7% | $7,493-99.8% | $188-90.5% |