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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,343 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $25,000 |
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 | $87,311 | $104,919-16.8% | $116,228-24.9% | $85,563+2.0% |
| Participation rate | 98.1% | 78.6%+19.5pp | 74.6%+23.5pp | 66.0%+32.1pp |
| Annual return | 17.91% | 15.38%+2.5pp | 90.06%-72.1pp | 31.51%-13.6pp |
| Employer contribution / active EE | $8,976 | $3,485+157.5% | $2,994+199.7% | $2,654+238.2% |
| Participant deferral / active EE | $8,846 | $5,306+66.7% | $4,953+78.6% | $4,375+102.2% |
| Admin fee / account holder | $181 | $429-57.8% | $11,989-98.5% | $834-78.3% |