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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,839 |
ADP BROKER-DEALER9+ 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 | $171,542 | $95,274+80.1% | $135,903+26.2% | $74,419+130.5% |
| Participation rate | 77.1% | 78.2%-1.1pp | 81.9%-4.8pp | 70.7%+6.4pp |
| Annual return | 25.37% | 32.77%-7.4pp | 68.23%-42.9pp | 34.38%-9.0pp |
| Employer contribution / active EE | $3,451 | $3,874-10.9% | $4,856-28.9% | $2,637+30.8% |
| Participant deferral / active EE | $12,080 | $7,782+55.2% | $7,758+55.7% | $4,528+166.8% |
| Admin fee / account holder | $83 | $266-68.8% | $10,762-99.2% | $348-76.1% |