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 | $36,064 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,994 | $101,317-64.5% | $146,958-75.5% | $74,495-51.7% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 19.96% | 8730.91%-8710.9pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $2,329 | $3,810-38.9% | $4,933-52.8% | $2,623-11.2% |
| Participant deferral / active EE | $7,214 | $7,303-1.2% | $8,070-10.6% | $4,346+66.0% |
| Admin fee / account holder | $90 | $1,739-94.8% | $12,998-99.3% | $1,942-95.4% |