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 6-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 | $3,807 |
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 | $54,713 | $89,282-38.7% | $94,646-42.2% | $74,419-26.5% |
| Participation rate | 97.6% | 82.4%+15.1pp | 80.8%+16.7pp | 70.7%+26.8pp |
| Annual return | 25.97% | 25.96%0pp | 156.71%-130.7pp | 34.38%-8.4pp |
| Employer contribution / active EE | $6,151 | $3,022+103.5% | $3,672+67.5% | $2,637+133.2% |
| Participant deferral / active EE | $16,126 | $8,425+91.4% | $7,418+117.4% | $4,528+256.1% |
| Admin fee / account holder | $8 | $219-96.2% | $7,231-99.9% | $348-97.6% |