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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,377 |
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 | $16,360 | $50,127-67.4% | $149,673-89.1% | $80,160-79.6% |
| Participation rate | 81.6% | 64.3%+17.3pp | 78.8%+2.8pp | 72.9%+8.6pp |
| Annual return | 29.91% | 29.82%+0.1pp | 134.42%-104.5pp | 40.38%-10.5pp |
| Employer contribution / active EE | $413 | $1,865-77.8% | $4,818-91.4% | $2,978-86.1% |
| Participant deferral / active EE | $3,819 | $3,194+19.6% | $5,680-32.8% | $5,017-23.9% |
| Admin fee / account holder | $43 | $153-72.2% | $13,210-99.7% | $145-70.7% |