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 | $42,840 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $150,824 | $91,407+65.0% | $135,903+11.0% | $71,457+111.1% |
| Participation rate | 95.7% | 75.7%+20.0pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | 27.00% | 29.90%-2.9pp | 68.23%-41.2pp | 28.85%-1.8pp |
| Employer contribution / active EE | $5,640 | $3,703+52.3% | $4,856+16.1% | $2,588+117.9% |
| Participant deferral / active EE | $13,930 | $7,092+96.4% | $7,758+79.6% | $4,289+224.8% |
| Admin fee / account holder | $269 | $1,266-78.7% | $10,762-97.5% | $1,587-83.0% |