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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,844 |
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 | $42,224 | $72,254-41.6% | $86,677-51.3% | $64,808-34.8% |
| Participation rate | 86.8% | 80.4%+6.4pp | 76.6%+10.2pp | 71.5%+15.3pp |
| Annual return | -11.68% | 392.42%-404.1pp | 35.91%-47.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $1,440 | $2,393-39.8% | $2,836-49.2% | $2,506-42.5% |
| Participant deferral / active EE | $3,712 | $4,658-20.3% | $4,656-20.3% | $4,310-13.9% |
| Admin fee / account holder | $123 | $174-29.4% | $7,493-98.4% | $188-34.7% |