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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,941 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,932 | $71,142+32.0% | $119,609-21.5% | $64,808+44.9% |
| Participation rate | 91.9% | 78.6%+13.3pp | 79.3%+12.7pp | 71.5%+20.4pp |
| Annual return | -20.19% | -10.01%-10.2pp | -14.97%-5.2pp | 32.82%-53.0pp |
| Employer contribution / active EE | $2,198 | $2,497-12.0% | $4,232-48.1% | $2,506-12.3% |
| Participant deferral / active EE | $5,553 | $4,490+23.7% | $5,602-0.9% | $4,310+28.8% |
| Admin fee / account holder | $20 | $162-87.9% | $10,323-99.8% | $188-89.5% |