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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,955 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $57,129 |
ADP BROKER-DEALER8 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 | $59,662 | $101,317-41.1% | $146,958-59.4% | $74,495-19.9% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | 15.88% | 8730.91%-8715.0pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $19,579 | $7,303+168.1% | $8,070+142.6% | $4,346+350.5% |
| Admin fee / account holder | $187 | $1,739-89.2% | $12,998-98.6% | $1,942-90.4% |