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 | $19,054 |
ADP BROKER-DEALER10+ 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 | $121,588 | $77,503+56.9% | $100,391+21.1% | $80,856+50.4% |
| Participation rate | 84.4% | 76.9%+7.4pp | 81.5%+2.9pp | 67.6%+16.7pp |
| Annual return | 15.12% | 37.20%-22.1pp | 49.20%-34.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,446 | $2,801-48.4% | $3,942-63.3% | $2,755-47.5% |
| Participant deferral / active EE | $11,656 | $6,820+70.9% | $8,082+44.2% | $4,296+171.3% |
| Admin fee / account holder | $101 | $5,897-98.3% | $7,899-98.7% | $6,918-98.5% |