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 | $3,414 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $151,466 | $106,028+42.9% | $146,958+3.1% | $77,643+95.1% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+10.0pp | 70.6%+21.5pp |
| Annual return | 13.28% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,263 | $4,063-19.7% | $4,933-33.9% | $2,726+19.7% |
| Participant deferral / active EE | $11,331 | $7,990+41.8% | $8,070+40.4% | $4,647+143.8% |
| Admin fee / account holder | $10 | $337-97.1% | $12,998-99.9% | $430-97.7% |