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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,327 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $54,454 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $48,801 | $108,549-55.0% | $156,263-68.8% | $85,563-43.0% |
| Participation rate | 88.1% | 77.1%+11.0pp | 78.9%+9.2pp | 66.0%+22.1pp |
| Annual return | 16.12% | 21.79%-5.7pp | 59.47%-43.3pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,057 | $2,690-23.5% | $4,333-52.5% | $2,654-22.5% |
| Participant deferral / active EE | $4,944 | $4,800+3.0% | $6,158-19.7% | $4,375+13.0% |
| Admin fee / account holder | $288 | $650-55.7% | $14,255-98.0% | $834-65.5% |