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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,303 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $98,398 | $122,239-19.5% | $184,203-46.6% | $74,495+32.1% |
| Participation rate | 99.2% | 85.5%+13.8pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 13.90% | 19.95%-6.0pp | 28.81%-14.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,084 | $4,537-54.1% | $6,427-67.6% | $2,623-20.6% |
| Participant deferral / active EE | $4,917 | $7,139-31.1% | $9,131-46.2% | $4,346+13.1% |
| Admin fee / account holder | $174 | $1,260-86.2% | $13,901-98.7% | $1,942-91.0% |