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 8-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 | $1,050 |
ADP BROKER-DEALER5 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 | $91,905 | $71,516+28.5% | $98,439-6.6% | $71,457+28.6% |
| Participation rate | 82.9% | 72.7%+10.2pp | 75.2%+7.7pp | 67.9%+15.0pp |
| Annual return | 17.54% | 32.41%-14.9pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,584 | $2,399+7.7% | $3,048-15.2% | $2,588-0.1% |
| Participant deferral / active EE | $8,864 | $4,109+115.7% | $4,738+87.1% | $4,289+106.7% |
| Admin fee / account holder | $7 | $1,675-99.6% | $8,948-99.9% | $1,587-99.5% |