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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,942 |
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 | $15,610 | $46,292-66.3% | $143,757-89.1% | $64,808-75.9% |
| Participation rate | 71.7% | 64.2%+7.5pp | 80.3%-8.6pp | 71.5%+0.3pp |
| Annual return | -6.86% | -10.05%+3.2pp | -0.04%-6.8pp | 32.82%-39.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,995 | $2,646+13.2% | $5,637-46.9% | $4,310-30.5% |
| Admin fee / account holder | $45 | $154-70.9% | $14,673-99.7% | $188-76.2% |