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 | $66,028 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,344 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $43,781 | $89,465-51.1% | $164,866-73.4% | $77,671-43.6% |
| Participation rate | 87.9% | 78.6%+9.3pp | 78.6%+9.3pp | 70.6%+17.3pp |
| Annual return | 16.50% | 28.81%-12.3pp | 69.97%-53.5pp | 31.21%-14.7pp |
| Employer contribution / active EE | $821 | $2,568-68.0% | $4,343-81.1% | $2,726-69.9% |
| Participant deferral / active EE | $4,987 | $4,897+1.8% | $6,033-17.3% | $4,648+7.3% |
| Admin fee / account holder | $278 | $340-18.2% | $12,689-97.8% | $430-35.5% |