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 5-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 | $1,685 |
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 | $55,549 | $82,202-32.4% | $125,339-55.7% | $64,808-14.3% |
| Participation rate | 91.5% | 77.9%+13.6pp | 82.4%+9.1pp | 71.5%+20.0pp |
| Annual return | -6.77% | 3.48%-10.2pp | 572.05%-578.8pp | 32.82%-39.6pp |
| Employer contribution / active EE | $5,586 | $3,615+54.5% | $4,814+16.0% | $2,506+122.9% |
| Participant deferral / active EE | $12,653 | $7,175+76.3% | $7,446+69.9% | $4,310+193.6% |
| Admin fee / account holder | $4 | $163-97.5% | $10,010-100.0% | $188-97.9% |