Filed May 5, 2025
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 9-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 | $52,933 |
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 | $112,546 | $122,259-7.9% | $147,005-23.4% | $199,768-43.7% |
| Participation rate | 98.7% | 78.3%+20.4pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 18.75% | 30.58%-11.8pp | 418.76%-400.0pp | 34.26%-15.5pp |
| Employer contribution / active EE | $12,889 | $4,097+214.6% | $4,934+161.2% | $3,037+324.4% |
| Participant deferral / active EE | $19,253 | $8,504+126.4% | $8,070+138.6% | $5,090+278.3% |
| Admin fee / account holder | $26 | $179-85.4% | $13,006-99.8% | $269-90.3% |