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 6-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $100,908 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,456 | $92,090-22.4% | $106,201-32.7% | $77,671-8.0% |
| Participation rate | 96.9% | 81.0%+15.8pp | 75.3%+21.6pp | 70.6%+26.3pp |
| Annual return | 11.73% | 17.89%-6.2pp | 116.26%-104.5pp | 31.21%-19.5pp |
| Employer contribution / active EE | $8,321 | $3,368+147.0% | $3,170+162.5% | $2,726+205.2% |
| Participant deferral / active EE | $7,897 | $5,386+46.6% | $5,012+57.6% | $4,648+69.9% |
| Admin fee / account holder | $169 | $219-22.7% | $11,039-98.5% | $430-60.7% |