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 | $18,780 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,198 | $44,642-18.9% | $91,220-60.3% | $66,914-45.9% |
| Participation rate | 90.6% | 64.9%+25.7pp | 73.2%+17.4pp | 69.8%+20.8pp |
| Annual return | -19.20% | -12.29%-6.9pp | 114.01%-133.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $934 | $1,706-45.3% | $2,850-67.2% | $2,544-63.3% |
| Participant deferral / active EE | $4,216 | $3,349+25.9% | $4,234-0.4% | $4,237-0.5% |
| Admin fee / account holder | $158 | $521-69.7% | $5,420-97.1% | $593-73.4% |