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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,916 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,828 | $56,485-61.4% | $185,823-88.3% | $86,799-74.9% |
| Participation rate | 74.0% | 65.5%+8.6pp | 81.7%-7.7pp | 72.3%+1.8pp |
| Annual return | 30.41% | 118.04%-87.6pp | 122.05%-91.6pp | 97.91%-67.5pp |
| Employer contribution / active EE | $1 | $1,843-99.9% | $5,167-100.0% | $2,405-99.9% |
| Participant deferral / active EE | $3,265 | $2,553+27.9% | $5,568-41.4% | $4,131-21.0% |
| Admin fee / account holder | $60 | $150-60.2% | $16,237-99.6% | $170-64.9% |