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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,792 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $154,085 | $119,446+29.0% | $150,045+2.7% | $85,563+80.1% |
| Participation rate | 95.1% | 75.4%+19.7pp | 82.3%+12.8pp | 66.0%+29.2pp |
| Annual return | 18.08% | 23.72%-5.6pp | 62.55%-44.5pp | 31.51%-13.4pp |
| Employer contribution / active EE | $3,625 | $4,078-11.1% | $4,693-22.8% | $2,654+36.6% |
| Participant deferral / active EE | $12,505 | $7,985+56.6% | $7,997+56.4% | $4,375+185.8% |
| Admin fee / account holder | $7 | $548-98.8% | $13,435-99.9% | $834-99.2% |