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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $75,919 |
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 | $28,473 | $56,638-49.7% | $169,368-83.2% | $74,419-61.7% |
| Participation rate | 93.7% | 67.5%+26.2pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 24.53% | 24.75%-0.2pp | 405.60%-381.1pp | 34.38%-9.9pp |
| Employer contribution / active EE | $3,243 | $2,027+60.0% | $4,013-19.2% | $2,637+23.0% |
| Participant deferral / active EE | $5,391 | $4,223+27.7% | $6,221-13.3% | $4,528+19.1% |
| Admin fee / account holder | $103 | $307-66.5% | $9,003-98.9% | $348-70.5% |