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 9-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 | $60,845 |
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 | $23,714 | $50,458-53.0% | $159,960-85.2% | $64,808-63.4% |
| Participation rate | 92.9% | 68.0%+24.9pp | 78.0%+15.0pp | 71.5%+21.5pp |
| Annual return | -16.39% | -13.42%-3.0pp | 408.60%-425.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,917 | $1,722+69.4% | $4,226-31.0% | $2,506+16.4% |
| Participant deferral / active EE | $5,456 | $4,004+36.3% | $6,182-11.8% | $4,310+26.6% |
| Admin fee / account holder | $106 | $706-85.0% | $8,698-98.8% | $188-43.8% |