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 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 | $29,135 |
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 | $138,166 | $145,877-5.3% | $150,045-7.9% | $102,872+34.3% |
| Participation rate | 98.6% | 79.8%+18.7pp | 82.3%+16.2pp | 73.0%+25.5pp |
| Annual return | 25.63% | 21.37%+4.3pp | 62.55%-36.9pp | 19.06%+6.6pp |
| Employer contribution / active EE | $12,796 | $4,710+171.7% | $4,693+172.7% | $3,526+262.9% |
| Participant deferral / active EE | $19,494 | $9,491+105.4% | $7,997+143.8% | $5,535+252.2% |
| Admin fee / account holder | $30 | $176-82.9% | $13,435-99.8% | $292-89.7% |