Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $227,788 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,266 | $36,728-80.2% | $56,441-87.1% | $99,061-92.7% |
| Participation rate | 73.4% | 25.4%+48.0pp | 52.5%+20.9pp | 71.6%+1.8pp |
| Annual return | 16.35% | 14.66%+1.7pp | 1704.21%-1687.9pp | 17.66%-1.3pp |
| Employer contribution / active EE | $521 | $415+25.8% | $1,039-49.8% | $3,261-84.0% |
| Participant deferral / active EE | $1,953 | $1,058+84.6% | $1,9530% | $5,331-63.4% |
| Admin fee / account holder | $36 | $113-68.1% | $2,829-98.7% | $109-66.9% |