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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $150,211 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $113,395 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,123 | $130,141-77.6% | $86,677-66.4% | $77,904-62.6% |
| Participation rate | 95.7% | 85.9%+9.8pp | 76.6%+19.2pp | 73.7%+22.1pp |
| Annual return | -15.72% | -12.75%-3.0pp | 35.91%-51.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,437 | $3,220-55.4% | $2,836-49.3% | $2,848-49.5% |
| Participant deferral / active EE | $3,130 | $5,757-45.6% | $4,656-32.8% | $4,806-34.9% |
| Admin fee / account holder | $143 | $132+8.4% | $7,493-98.1% | $133+7.8% |