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 | $50,628 |
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 | $47,537 | $82,202-42.2% | $125,339-62.1% | $64,808-26.6% |
| Participation rate | 93.5% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -14.49% | 3.48%-18.0pp | 572.05%-586.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $4,935 | $3,615+36.5% | $4,814+2.5% | $2,506+96.9% |
| Participant deferral / active EE | $10,347 | $7,175+44.2% | $7,446+38.9% | $4,310+140.0% |
| Admin fee / account holder | $95 | $163-41.7% | $10,010-99.0% | $188-49.3% |