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 7-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 | $41,058 |
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 | $58,826 | $99,078-40.6% | $96,544-39.1% | $74,419-21.0% |
| Participation rate | 81.6% | 80.7%+1.0pp | 76.0%+5.7pp | 70.7%+10.9pp |
| Annual return | 18.18% | 22.48%-4.3pp | 25.84%-7.7pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,357 | $2,570-47.2% | $2,965-54.2% | $2,637-48.6% |
| Participant deferral / active EE | $3,609 | $4,933-26.8% | $4,851-25.6% | $4,528-20.3% |
| Admin fee / account holder | $95 | $225-57.8% | $8,252-98.9% | $348-72.7% |