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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,904 |
ADP BROKER-DEALER4 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 | $62,832 | $99,078-36.6% | $96,544-34.9% | $74,419-15.6% |
| Participation rate | 79.7% | 80.7%-1.0pp | 76.0%+3.7pp | 70.7%+9.0pp |
| Annual return | 22.23% | 22.48%-0.3pp | 25.84%-3.6pp | 34.38%-12.2pp |
| Employer contribution / active EE | $1,226 | $2,570-52.3% | $2,965-58.7% | $2,637-53.5% |
| Participant deferral / active EE | $5,165 | $4,933+4.7% | $4,851+6.5% | $4,528+14.1% |
| Admin fee / account holder | $23 | $225-90.0% | $8,252-99.7% | $348-93.5% |