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 10-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 | $72,619 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $51,457 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $47,916 | $95,274-49.7% | $135,903-64.7% | $74,419-35.6% |
| Participation rate | 95.7% | 78.2%+17.6pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 22.61% | 32.77%-10.2pp | 68.23%-45.6pp | 34.38%-11.8pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $18,609 | $7,782+139.1% | $7,758+139.9% | $4,528+311.0% |
| Admin fee / account holder | $132 | $266-50.2% | $10,762-98.8% | $348-61.9% |