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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,973 |
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 | $72,048 | $102,553-29.7% | $151,611-52.5% | $66,914+7.7% |
| Participation rate | 74.4% | 85.5%-11.1pp | 87.5%-13.1pp | 69.8%+4.6pp |
| Annual return | -12.06% | -10.82%-1.2pp | 3.33%-15.4pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,369 | $4,180-43.3% | $6,166-61.6% | $2,544-6.9% |
| Participant deferral / active EE | $4,222 | $6,641-36.4% | $8,363-49.5% | $4,237-0.4% |
| Admin fee / account holder | $115 | $630-81.7% | $11,616-99.0% | $593-80.6% |